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 in information technology and communications

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 97,9 Meur
Fund unitholders 421
ISIN (A) FI0008802889
ISIN (B) FI0008802897
Legal structure UCITS
Currency EUR
Management fee 2,00 % p.a.
Risk profile 5/7

Top 5 Holdings

Amadeus IT (ES) 3,8 %
ABB (SE) 3,6 %
Lonza Group (CH) 3,5 %
Carl Zeiss Meditec (DE) 3,4 %
Aumann (DE) 3,4 %

Top 5 Countries

Germany 22 %
Sweden 18 %
USA 13 %
Denmark 10 %
Finland 8 %

Return

1 month 4,0 %
3 months -2,7 %
2018 1,0 %
6 months -2,5 %
1 year 3,5 %
3 years 26,6 %
5 years 73,8 %
10 years 135,5 %
15 years 329,9 %
since launch (14.9.1998) 351,6 %
since launch p.a. 8,0 %
Portfolio managers

Sector Division

Health Care 36 %
Industrials 30 %
Information Technology 14 %
Materials 9 %
Consumer Discretionary 9 %
Consumer Staples 2 %
Cash 1 %

Top 10 Holdings

Amadeus IT (ES) 3,8 %
ABB (SE) 3,6 %
Lonza Group (CH) 3,5 %
Carl Zeiss Meditec (DE) 3,4 %
Aumann (DE) 3,4 %
Wirecard (DE) 3,3 %
Plantronics (US) 3,0 %
Croda International (GB) 3,0 %
Vestas Wind Systems (DK) 3,0 %
Xylem (US) 2,9 %

Country Division

Germany 22 %
Sweden 18 %
USA 13 %
Denmark 10 %
Finland 8 %
Spain 7 %
Switzerland 6 %
Norway 5 %
Great Britain 4 %
Netherlands 3 %
Italy 2 %
France 2 %

Currency Exposure

EUR 43 %
SEK 18 %
USD 13 %
DKK 9 %
NOK 6 %
CHF 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 4,0 %
3 months -2,7 %
2018 1,0 %
6 months -2,5 %
1 year 3,5 %
3 years 26,6 %
5 years 73,8 %
10 years 135,5 %
15 years 329,9 %
since launch (14.9.1998) 351,6 %
since launch p.a. 8,0 %

Volatility p.a.

2018 14,8 %
Launch 20,1 %

Portfolio turnover rate

2018 0,28
Launch 0,35

Fees

TER 2,00 %
Subscription fee 0,00 %
Redemption fee 1,00 %
Total client relationship allow for changes in tariff rate.
30.04.2018

Our Funds