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

An equity fund investing in companies that drive positive change

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.

Investment themes

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.

Documents

Investor Memo

Investor Memo Issue 1: The Offshore Wind Gale

Sustainability

Invests in 40-50 companies, focusing on quality and portfolio balance

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:

Novo Nordisk a world leader in diabetes and obesity care
Microsoft that reduces emissions from data centres by up to 90% through innovative cloud computing solutions.

Investment philosophy and active management

Fund highlights

Capitalize on global equities for targeted social and environmental impact
Long-term visibility across five themes
Focused investment process for financial return alongside tangible sustainability outcomes

Who should invest?

Investors seeking global exposure in solution companies that address SDG targets, both social and environmental
Investors who expect rigor and transparency in how and how much their investments contribute to specific SDG targets

Geographical split

Sectors

Largest holdings

Fund information

Fund

Espiria Hållbar Framtid A

Share class

A SEK

ISIN

LU1120868549

Inception date

2014-12-19

Domicile

Luxembourg

Morningstar Rating™ (3 years)

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)

Yearly fee

1.81%

- of which management fee

1.40%

Risk indicator

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

More information

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.