Stefnir - Scan­di­na­vian Fund - ESG

Stefnir Scandinavian Fund – ESG takes into account ESG factors when making investment decisions with the aim of reducing risk and generating long-term sustainable investment returns. A special ESG risk assessment is performed on all assets and investment options by the fund’s investment team and independent third parties.

The fund invests in companies in Scandinavia and invests in those companies, sectors and countries which in the opinion of the fund manager are most likely to generate optimum returns, companies which have demonstrated high and steady profitability, are moderately leveraged and have organic growth potential.

The goal of the fund is to generate better returns than the MSCI Nordic 10/40 index. When investing, Stefnir - Scandinavian Fund ESG will take environmental, social and governance factors into account. Investments are made according to Stefnir's policy on responsible investments. The fund is suitable for investors who wish to diversify risk by investing in international equities and who are willing to accept considerable volatility in returns.

Investing in financial instruments always involves a financial risk, such as the risk that the investment will not generate a return or that the principal amount will be lost. Past returns are not a reliable indicator of future returns. It should be noted that the risk of an investment increased if it is financed using credit and investment returns can fluctuate. The taxation of investments depends on the circumstances of each individual client and can change in the future. Therefore, it is important for investors to investigate themselves how the investment is taxed.

Investors are encouraged to carry out their own checks and analysis, e.g. reading the appropriate information documents and independently assessing such documents before making a decision on a specific investment. The prospectus and key investor information for Undertakings for the Collective Investment in Transferable Securities (UCITS) and alternative investment funds marketed towards the public contain further information on the relevant fund, including risk and whether the fund is classed as a UCITS or an alternative investment fund marketed towards the public. You can read the prospectus and key investor information for each fund on Stefnir’s website by clicking on the name of that fund.This information is provided for information purposes only and it should not be interpreted as advice to make a particular investment or as advice to buy, sell or dispose of in any other way specific financial instruments.

This information is based on sources which Stefnir considers to be reliable, but it cannot be guaranteed that these sources are correct. Stefnir bears no responsibility for decisions or transactions which people may make on the basis of the information set out here.