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 124,7 MEUR
Fund unitholders 459
ISIN (A) FI0008802889
ISIN (B) FI0008802897
Legal structure UCITS
Currency EUR
Management fee 2,00 % p.a.
Risk profile 5/7

Top 5 Holdings

Lonza Group (CH) 4,8 %
Vestas Wind Systems (DK) 4,0 %
Siegfried Holding (CH) 3,4 %
Coloplast (DK) 3,3 %
Elekta (SE) 3,2 %

Top 5 Countries

Sweden 16 %
USA 16 %
Germany 16 %
Denmark 14 %
Switzerland 13 %

Return

1 month 5,1 %
3 months -2,9 %
YTD -8,4 %
6 months -5,5 %
1 year 3,4 %
3 years 13,5 %
5 years 34,9 %
10 years 185,3 %
since launch (14.9.1998) 400,3 %
since launch p.a. 7,7 %
Portfolio managers

Sector Division

Health Care 52 %
Industrials 22 %
Materials 10 %
Information Technology 10 %
Consumer Discretionary 4 %
Consumer Staples 2 %
Cash 1 %

Top 10 Holdings

Lonza Group (CH) 4,8 %
Vestas Wind Systems (DK) 4,0 %
Siegfried Holding (CH) 3,4 %
Coloplast (DK) 3,3 %
Elekta (SE) 3,2 %
Dermapharm Holding (SE) 3,2 %
Tomra Systems (NO) 3,1 %
Carl Zeiss (DE) 3,0 %
ÅF Pöyry (SE) 3,0 %
Stryker (US) 2,8 %

Country Division

Sweden 16 %
USA 16 %
Germany 16 %
Denmark 14 %
Switzerland 13 %
Finland 7 %
Norway 7 %
Great Britain 4 %
Spain 3 %
Belgium 2 %
Italy 2 %
Netherlands 1 %

Currency Exposure

EUR 30 %
USD 16 %
SEK 16 %
DKK 14 %
CHF 13 %
NOK 7 %
GBP 4 %
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

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
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 5,1 %
3 months -2,9 %
YTD -8,4 %
6 months -5,5 %
1 year 3,4 %
3 years 13,5 %
5 years 34,9 %
10 years 185,3 %
since launch (14.9.1998) 400,3 %
since launch p.a. 7,7 %

Std Dev

3 years 20,8 %
Launch 24,2 %

Sharpe

3 years 0,23
Launch 0,38

Fees

TER 2,00 %
Subscription fee 0,00 %
Redemption fee 1,00 %
Total client relationship allow for changes in tariff rate.
31.5.2020

Our Funds