Established Icelandic asset management company whose role is to manage clients’ assets with their best interests as the guiding principle.
Athugið að þetta er ekki bindandi samningur heldur markaðsefni. Vinsamlega skoðaðu útboðslýsingu verðbréfasjóðsins og lykilupplýsingar og byggðu ekki endanlega fjárfestingarákvörðun eingöngu á þessum upplýsingum.
The fund invests in companies operating in the Arctic region with a focus on sustainability. It is suitable for investors who want to invest in sustainable companies that meet ESG requirements and are willing to take on medium risk. The recommended minimum investment period is seven years.
The objective of the Fund is to invest primarily in listed equity of companies active or with operations in the Arctic. The Arctic is defined here as countries which are members of the Arctic Council, i.e. the Kingdom of Denmark (including Greenland and the Faroe Islands), Finland, Norway, Sweden, Iceland, the United States, Canada and Russia. The Fund does not aim to reflect any particular index.
The Fund is an undertaking for collective investments in transferable securities and investments are made in accordance with Stefnir hf.’s policy on responsible investment. The Fund will evaluate Environmental, Social and Governance factors when making investments.
Minimum | Maximum | |
Shares admitted to trading on regulated securities markets | 80% | 100% |
Bonds admitted to trading on regulated securities markets | 0% | 20% |
Deposits with financial institutions | 0% | 10% |
Foreign money market funds | 0% | 10% |
Derivatives for position taking | 0% | 25% |
Other financial instruments than those mentioned above | 0% | 10% |
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.