2000+

Introduction

2000+ is a theme fund with a global mandate whose drivers, identified already when the fund was launched in 1998, are highly topical still today. The fund invests in companies that benefit from:

  • the growing demand to protect the environment
  • needs stemming from demographic changes
  • prospects for growth of the technology sector

These companies have drivers such as global population growth, increasing disposable income, and rising life expectancies. The demand for food and energy is rising at the same time as a growing demand for more environmentally friendly and energy efficient solutions, trends that benefit the portfolio companies in the long term.

Fund facts

Fund size 118,8 Meur
Fund unitholders 447
ISIN (A) FI0008802889
ISIN (B) FI0008802897
Legal structure UCITS
Currency EUR
Management fee 2,00 % p.a.
Risk profile 5/7

Top 5 Holdings

Lonza Group (CH) 4,1 %
Vestas Wind Systems (DK) 3,9 %
GN Store Nord (DK) 3,6 %
Carl Zeiss Meditec (DE) 3,6 %
Elekta (SE) 3,2 %

Top 5 Countries

Germany 19 %
USA 18 %
Denmark 14 %
Sweden 12 %
Switzerland 10 %

Return

1 month 3,4 %
3 months 15,5 %
6 months -4,4 %
1 year 12,0 %
3 years 35,4 %
5 years 66,3 %
10 years 334,0 %
since launch (14.9.1998) 384,4 %
since launch p.a. 8,0 %
Portfolio managers

Sector Division

Health Care 48 %
Industrials 24 %
Information Technology 12 %
Materials 12 %
Consumer Discretionary 4 %
Consumer Staples 4 %
Cash 1 %

Top 10 Holdings

Lonza Group (CH) 4,1 %
Vestas Wind Systems (DK) 3,9 %
GN Store Nord (DK) 3,6 %
Carl Zeiss Meditec (DE) 3,6 %
Elekta (SE) 3,2 %
Amadeus IT (ES) 3,2 %
Croda International (GB) 3,0 %
Tomra (NO) 2,8 %
Coloplast (DK) 2,8 %
Xylem (US) 2,8 %

Country Division

Germany 19 %
USA 18 %
Denmark 14 %
Sweden 12 %
Switzerland 10 %
Finland 7 %
Spain 6 %
Norway 5 %
Great Britain 5 %
Italy 2 %
Netherlands 1 %

Currency Exposure

EUR 35 %
USD 18 %
DKK 14 %
SEK 12 %
CHF 10 %
NOK 5 %
GBP 5 %
The past performance of the investment fund does not provide any guarantee of future results. Depending on market conditions, the fund unit value may rise or fall.

Risk Profile

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Less risk
More risk
A high number means that the fund has a higher risk and that the value of the fund can vary greatly. This means that both return and risk potential is greater.

Return

1 month 3,5 %
3 months 15,5 %
6 months -4,4 %
1 year 12,0 %
3 years 35,4 %
5 years 66,3 %
10 years 334,0 %
since launch (14.9.1998) 384,4 %
since launch p.a. 8,0 %

Volatility p.a.

3 years 14,8 %
Launch 23,9 %

Sharpe

3 years 0,75
5 years 0,48

Fees

TER 2,00 %
Subscription fee 0,00 %
Redemption fee 1,00 %
Total client relationship allow for changes in tariff rate.
31.03.2019

Our Funds