Espiria Global Innovation
NAV
369.20 SEK
1 day
-0.07%
YTD
+27.87%
NAV date
2024-12-09
Sustainability
SFDR Article 8
NAV
382.90 SEK
1 day
-0.07%
YTD
+27.91%
NAV date
2024-12-09
Sustainability
SFDR Article 8
Past performance is no guarantee of future returns. Fund units may go up or down in value and investors may not get back the amount invested.
NAV
369.20 SEK
1 day
-0.07%
YTD
+27.87%
NAV date
2024-12-09
Sustainability
SFDR Article 8
NAV
382.90 SEK
1 day
-0.07%
YTD
+27.91%
NAV date
2024-12-09
Sustainability
SFDR Article 8
Espiria Global has been renamed Espiria Global Innovation to reflect the fund's focus on innovative growth companies.
An actively managed global equity fund that invests in innovation-driven companies whose products and services not only shape the modern world but also drive its future.
We are at the forefront of a new cycle of innovation, where breakthroughs in areas such as artificial intelligence and chips for advanced computing will accelerate development exponentially. As the technology matures, technological advances will spill over from the IT sector to the wider economy. Over the next decade, hundreds of millions of jobs are expected to be automated, healthcare will be transformed with new computer-generated and personalised medicines, factories will be autonomously controlled and we will see the first truly self-driving cars. This new cycle of innovation is expected to be the fastest in history, creating great opportunities for companies that are early adapters and adopt the new technology.
The investment strategy focuses on market-leading companies with strong business models and skilful leadership, where the companies' innovation and sustainability are central to the investment process. All of Espiria's investment decisions are based on a framework that evaluates companies based on leadership, business model, market, fundamentals and sustainability.
Investment decisions are guided by
Fund
Espiria Global Innovation A
Share class
A SEK
ISIN
LU0901111830
Inception date
2013-05-31
Domicile
Luxembourg
Category
Global Large-Cap Blend Equity
Morningstar Rating™ (3 years)
2
Yearly fee
1.90%
- of which management fee
1.40%
Fund
Espiria Global Innovation C
Share class
C SEK
ISIN
LU0674580955
Inception date
2011-09-06
Domicile
Luxembourg
Category
Global Large-Cap Blend Equity
Morningstar Rating™ (3 years)
2
Yearly fee
1.86%
- of which management fee
1.40%
The risk indicator assumes that you keep the product for 5 years. The actual risk can vary significantly if you redeem your investment early and may mean you get less back.
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