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 125,3 Meur
Fund unitholders 454
ISIN (A) FI0008802889
ISIN (B) FI0008802897
Legal structure UCITS
Currency EUR
Management fee 2,00 % p.a.
Risk profile 5/7

Top 5 Holdings

Carl Zeiss Meditec (DE) 4,2 %
Lonza Group (CH) 4,2 %
Elekta (SE) 4,2 %
GN Store Nord (DK) 3,8 %
Vestas Wind Systems (DK) 3,6 %

Top 5 Countries

USA 18 %
Germany 17 %
Sweden 15 %
Denmark 15 %
Switzerland 11 %

Return

1 month 2,0 %
3 months 0,5 %
6 months 12,2 %
YTD 21,1 %
1 year 3,0 %
3 years 33,6 %
5 years 73,9 %
10 years 239,9 %
since launch (14.9.1998) 408,0 %
since launch p.a. 8,1 %
Portfolio managers

Sector Division

Health Care 51 %
Industrials 22 %
Information Technology 11 %
Materials 11 %
Consumer Discretionary 4 %
Cash 0 %

Top 10 Holdings

Carl Zeiss Meditec (DE) 4,2 %
Lonza Group (CH) 4,2 %
Elekta (SE) 4,2 %
GN Store Nord (DK) 3,8 %
Vestas Wind Systems (DK) 3,6 %
Coloplast (DK) 3,2 %
Amadeus IT (ES) 3,0 %
Stryker (US) 2,9 %
ÅF Pöyry (SE) 2,8 %
Xylem (US) 2,7 %

Country Division

USA 18 %
Germany 17 %
Sweden 15 %
Denmark 15 %
Switzerland 11 %
Finland 6 %
Spain 5 %
Norway 4 %
Great Britain 4 %
Italy 2 %
Netherlands 2 %
Belgium 1 %

Currency Exposure

EUR 34 %
USD 18 %
SEK 15 %
DKK 15 %
CHF 11 %
NOK 4 %
GBP 4 %
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 2,0 %
3 months 0,5 %
6 months 12,2 %
YTD 21,1 %
1 year 3,0 %
3 years 33,6 %
5 years 73,9 %
10 years 239,9 %
since launch (14.9.1998) 408,0 %
since launch p.a. 8,1 %

Volatility p.a.

3 years 14,0 %
Launch 23,8 %

Sharpe

3 years 0,80
5 years 0,40

Fees

TER 2,00 %
Subscription fee 0,00 %
Redemption fee 1,00 %
Total client relationship allow for changes in tariff rate.
31.07.2019

Our Funds