About Espiria

• We seek portfolio balance through broad diversification of risk across geographies, sectors and fundamental drivers, with limited exposure to individual companies.
• We focus our investments on quality companies with strong business models, good profitability and management, that are resilient to stock market downturns.
• We focus on megatrends, driven by innovation and sustainability, that support favourable sales growth over the longer term

Our management team has extensive experience in analysing and selecting investments. Whether it's equities, corporate bonds or other fixed income securities, we take a methodical approach to investing. Our managers always consider company-specific conditions, macroeconomic factors, global trends, sustainability and risk before making investment decisions. The result is a mix of assets in well-balanced funds, where managers use their knowledge and experience to deliver stable returns to shareholders.

The name Espiria is derived from the Latin and French words 'spero' and 'espoir' (to expect/hope), the English 'aspire' (to strive) and the Swedish 'spira' (to grow and sprout) and our name reflects our determination to deliver capital growth to our investors.

At Espiria, we actively work for positive change and we encourage industries to become more sustainable through our investments and our ability to influence companies.

All of our investment decisions are guided by Espiria's Quality & Sustainability Score (EQSS), a tool that helps to promote certain environmental and social characteristics, such as low risk of biodiversity loss, increased board diversity, and alignment with the UN Sustainable Development Goals (SDGs) and net-zero target.

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The Espiria funds are not index funds, which try to replicate the performance of a particular market index. When the market shifts, this can mean big changes in the value of your money, both in the short and long term. Instead, our range of funds is structured to offer investment solutions that give you the best possible return for your chosen level of risk.

Risk and return go hand in hand. Higher risk means a greater chance that the value of the investment could fall during volatile times, but also that the potential for higher returns will increase in the long term.