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 119,6 MEUR
Fund unitholders 455
ISIN (A) FI0008802889
ISIN (B) FI0008802897
Legal structure UCITS
Currency EUR
Management fee 2,00 % p.a.
Risk profile 5/7

Top 5 Holdings

Vestas Wind Systems (DK) 6,1 %
Siegfried Holding (CH) 5,2 %
Link Mobility (NO) 4,4 %
Carl Zeiss (DE) 4,0 %
Xylem (US) 3,0 %

Top 5 Countries

USA 17 %
Denmark 16 %
Sweden 16 %
Germany 14 %
Norway 11 %

Return

1 month -4,0 %
3 months 1,6 %
6 months 9,6 %
YTD -4,5 %
1 year 3,5 %
3 years 13,1 %
5 years 43,5 %
10 years 177,4 %
since launch (14.9.1998) 421,5 %
since launch p.a. 7,8 %
Portfolio managers

Sector Division

Health Care 49 %
Industrials 23 %
Information Technology 14 %
Materials 10 %
Consumer Discretionary 3 %
Consumer Staples 2 %
Cash 0 %

Top 10 Holdings

Vestas Wind Systems (DK) 6,1 %
Siegfried Holding (CH) 5,2 %
Link Mobility (NO) 4,4 %
Carl Zeiss (DE) 4,0 %
Xylem (US) 3,0 %
Tomra Systems (NO) 3,0 %
Croda International (GB) 2,9 %
Stryker (US) 2,9 %
Straumann (CH) 2,8 %
Terveystalo (FI) 2,8 %

Country Division

USA 17 %
Denmark 16 %
Sweden 16 %
Germany 14 %
Norway 11 %
Switzerland 10 %
Finland 6 %
Great Britain 5 %
Spain 3 %
Belgium 2 %
Italy 2 %
France 0 %

Currency Exposure

EUR 27 %
SEK 16 %
USD 17 %
DKK 16 %
NOK 11 %
CHF 10 %
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 1,6 %
6 months 9,6 %
YTD -4,5 %
1 year 3,5 %
3 years 13,1 %
5 years 43,5 %
10 years 177,4 %
since launch (14.9.1998) 421,5 %
since launch p.a. 7,8 %

Std Dev

3 years 21,4 %
Launch 24,1 %

Sharpe

3 years 0,25
Launch 0,39

Fees

TER 2,00 %
Subscription fee 0,00 %
Redemption fee 1,00 %
Total client relationship allow for changes in tariff rate.
31.10.2020

Our Funds