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.

The fund´s investment decisions take the environmental and social impacts of companies and governance into account, as well as risks related to this.

Fund facts

Fund size 177,8
Fund unitholders 456
ISIN (A) FI0008802889
ISIN (B) FI0008802897
Legal structure UCITS
Currency EUR
Management fee 2,00 % p.a.
Risk profile 6/7
SFDR Classification Article 8

Top 5 Holdings

Siegfried Holding (CH) 5,0 %
Vestas Wind Systems (DK) 4,5 %
Carl Zeiss (DE) 4,0 %
Nibe (SE) 4,0 %
Straumann (CH) 3,8 %

Top 5 Countries

Sweden 19 %
USA 15 %
Germany 14 %
Switzerland 12 %
Denmark 10 %

Return

1 month 6,3 %
3 months 4,3 %
6 months 10,3 %
YTD 24,4 %
1 year 47,2 %
3 years 66,0 %
5 years 103,4 %
10 years 290,4 %
since launch (14.9.1998) 667,3 %
since launch p.a. 9,2 %
Portfolio managers

Sector Division

Health Care 39 %
Industrials 28 %
Information Technology 12 %
Materials 11 %
Consumer Discretionary 3 %
Financials 2 %
Consumer Staples 2 %
Energy 2 %
Cash 2 %

Top 10 Holdings

Siegfried Holding (CH) 5,0 %
Vestas Wind Systems (DK) 4,5 %
Carl Zeiss (DE) 4,0 %
Nibe (SE) 4,0 %
Straumann (CH) 3,8 %
Albemarle (US) 3,8 %
Lonza (CH) 3,6 %
Tomra Systems (NO) 3,5 %
Infineon (DE) 3,3 %
Enea (SE) 3,2 %

Country Division

Sweden 19 %
USA 15 %
Germany 14 %
Switzerland 12 %
Denmark 10 %
Norway 9 %
Finland 6 %
Great Britain 5 %
Spain 4 %
Belgium 2 %
Italy 2 %
France 1 %

Currency Exposure

EUR 28 %
SEK 19 %
USD 15 %
CHF 12 %
DKK 10 %
NOK 9 %
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 6,3 %
3 months 4,3 %
6 months 10,3 %
YTD 24,4 %
1 year 47,2 %
3 years 66,0 %
5 years 103,4 %
10 years 290,4 %
since launch (14.9.1998) 667,3 %
since launch p.a. 9,2 %

Std Dev

3 years 20,7 %
Launch 20,3 %

Sharpe

3 years 0,95
10 years 1,0

Fees

TER 2,00 %
Subscription fee 0,00 %
Redemption fee 1,00 %
Total client relationship allow for changes in tariff rate.
31.10.2021

Our Funds