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.

The fund´s investment decisions take the environmental and social impacts of companies and governance into account, as well as risks related to this.

Fund facts

Fund size 167,3 MEUR
Fund unitholders 458
ISIN (A) FI0008802889
ISIN (B) FI0008802897
Legal structure UCITS
Currency EUR
Management fee 2,00 % p.a.
Risk profile 6/7
SFDR Classification Article 8

Top 5 Holdings

Siegfried Holding (CH) 4,9 %
Vestas Wind Systems (DK) 4,5 %
Carl Zeiss (DE) 4,1 %
Nibe (SE) 3,7 %
Albemarle (US) 3,6 %

Top 5 Countries

Sweden 18 %
USA 16 %
Germany 14 %
Switzerland 12 %
Denmark 11 %

Return

1 month -6,5 %
3 months 2,7 %
6 months 11,3 %
YTD 17,0 %
1 year 32,8 %
3 years 42,5 %
5 years 84,7 %
10 years 296,4 %
since launch (14.9.1998) 621,7 %
since launch p.a. 9,0 %
Portfolio managers

Sector Division

Health Care 41 %
Industrials 27 %
Information Technology 12 %
Materials 11 %
Consumer Discretionary 3 %
Consumer Staples 2 %
Financials 2 %
Energy 2 %
Cash 1 %

Top 10 Holdings

Siegfried Holding (CH) 4,9 %
Vestas Wind Systems (DK) 4,5 %
Carl Zeiss (DE) 4,1 %
Nibe (SE) 3,7 %
Albemarle (US) 3,6 %
Straumann (CH) 3,6 %
Lonza (CH) 3,5 %
Xylem (US) 3,2 %
Infineon (DE) 3,1 %
Construcciones (ES) 3,0 %

Country Division

Sweden 18 %
USA 16 %
Germany 14 %
Switzerland 12 %
Denmark 11 %
Norway 9 %
Finland 6 %
Great Britain 5 %
Spain 4 %
Belgium 2 %
Italy 2 %
France 1 %

Currency Exposure

EUR 29 %
SEK 18 %
USD 16 %
CHF 12 %
DKK 11 %
NOK 9 %
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 -6,5 %
3 months 2,7 %
6 months 11,3 %
YTD 17,0 %
1 year 32,8 %
3 years 42,5 %
5 years 84,7 %
10 years 296,4 %
since launch (14.9.1998) 621,7 %
since launch p.a. 9,0 %

Std Dev

3 years 21,3 %
Launch 20,3 %

Sharpe

3 years 0,68
10 years 1,0

Fees

TER 2,00 %
Subscription fee 0,00 %
Redemption fee 1,00 %
Total client relationship allow for changes in tariff rate.
30.09.2021

Our Funds