Espiria Hållbar Framtid (Sustainable Future)
NAV
217.28 SEK
1 day
-1.32%
YTD
-4.58%
NAV date
2025-07-07
Sustainability
SFDR Article 9
NAV
218.25 SEK
1 day
-1.32%
YTD
-4.56%
NAV date
2025-07-07
Sustainability
SFDR Article 9
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
217.28 SEK
1 day
-1.32%
YTD
-4.58%
NAV date
2025-07-07
Sustainability
SFDR Article 9
NAV
218.25 SEK
1 day
-1.32%
YTD
-4.56%
NAV date
2025-07-07
Sustainability
SFDR Article 9
Espiria Hållbar Framtid (Sustainable Future) is an actively managed global equity fund that invests in companies whose products and services contribute to the achievement of the United Nations Sustainable Development Goals (UN SDGs) – while also aiming to deliver long-term value for the fund’s investors.
The investment strategy is built on a deep understanding of the world's most pressing social and environmental challenges. We believe that companies aligning their strategies with the pursuit of positive social and environmental outcomes are better positioned for long-term resilience. These companies are often leaders in innovation, growth, and sustainable financial performance.
Our investments range from consumer products to renewable energy, and from agriculture to new technologies.
Transition to a circular economy by reducing pollution, minimizing waste generation, and promoting the principles of reuse, repair, and recycling. Investments under this theme aim to optimize resource utilization, protect natural resources, and create more sustainable economic model.
The theme focuses on the global food gap and the multiple paths that can help to close it: essential nutrition, farming productivity, and minimizing eco-impact along the food value chain, from field to table.
Enhance connectivity among physical and digital assets, and promote the development of resilient and sustainable infrastructure. This involves investing in sustainable transportation, upgraded industrial process and smart city solutions, among others.
Enable and accelerate energy transition by investing in both sides of energy supply and demand. This includes mainly renewable energy technologies and solutions that enhances energy efficiency.
Address physical, mental, and social well-being through a range of solutions that encompass disease prevention, treatment, access to healthcare resources, and equal opportunities for all.
Our investments range from consumer products and agriculture to renewable energy and new technologies. Their contribution to sustainability goals and financial return potential are assessed using our proprietary analytical tools.
Three examples of portfolio companies:
Fund
Espiria Hållbar Framtid A
Share class
A SEK
ISIN
LU1120868549
Inception date
2014-12-19
Domicile
Luxembourg
Morningstar Rating™ (3 years)
1
Yearly fee
1.84%
- of which management fee
1.40%
Fund
Espiria Hållbar Framtid C
Share class
C SEK
ISIN
LU0674581847
Inception date
2011-09-06
Domicile
Luxembourg
Morningstar Rating™ (3 years)
1
Yearly fee
1.81%
- of which management fee
1.40%
The fund has risk class 4 out of 7, which means that it can decrease/increase sharply in value. The risk indicator assumes you keep the product for 5 years.
Lower risk
Higher risk
Lower possible return
Higher possible return
Lower risk
Higher risk
Lower possible return
Higher possible return
Investing through a financial intermediary may impact the investor’s rights to compensation in the event that compensation is paid due to errors or non-compliance.
Espiria SDG Solutions has changed its name to Espiria Hållbar Framtid (Espiria Sustainable Future). In connection with the name change, we are broadening the fund’s investment universe and strengthening its ESG integration – with the goal of creating greater long-term value for our shareholders.
Effective as of 7 February 2025.