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SFDR classification: article 9, dark green Fondita Healthcare

This global healthcare fund has a social sustainability investment objective. The fund holdings economic activities work toward supporting several UN SDG goals, mainly the fund aims to improve Health and Wellbeing (UN SDG 3) and Gender Equality (SDG 5). The fund invests in companies that address current and unmet medical needs and provide access to medicine and medical care. This is achived by investing in companies active in innovation, production and distribution of medicines and healthcare equipment, tools and supplies as well as diagnostics and healthcare services. Operationally the companies act in a socially and environmentally responsible way. The fund emphasizes an external social sustainability objective that aims for improved access to medicine and an internal social objective of improved diversity, inclusion and equality. The environmental objective targets CO2 neutrality.The companies we invest in do not operate in sectors stated as unsustainable according to Fonditas Responsible Investment Policy. The companies’ activities are in-line with UN Global Compact criteria and OECD guidelines for multinational enterprises regarding human rights, labour, environment and anti-corruption and they follow good governance practices. Furthermore, the fund does not accept any breaches to the Do No Significant Harm Principle (EU Taxonomy).

All investments meet the requirement for sustainable investments set out in Article 2 of the SFDR Regulation and do not cause significant harm to any other environmental or social objective.

Investment decisions take into account environmental and social issues and the risks associated with them. ESG risks are defined under the SFDR Regulation (Article 2) as an environmental, social or governance event or circumstance which, if it were to occur, would have a significant actual or potential negative impact on the value of the investment. They also refer to a company’s vulnerability to the effects of climate change, depending on its geographical location and its overall business. As part of the ESG analysis of an investment object, the fund manager, together with the ESG team, identifies each investment object’s sustainability risks, the likelihood of these risks materialising and the magnitude of the impact. All potential investment targets are subject to both an ESG analysis and a business analysis. We continuously assess the sustainability risks of the holdings, their likelihood and magnitude as part of our investment process.  Any sustainability risks that materialise may have a negative impact on the holding and therefore the fund’s returns. We continuously monitor these risks and, based on our assessment, this may have an impact on our investment decisions. We believe that one of the main sustainability risks that may affect the value of the fund’s investments is related to environmental and climate issues. We manage these risks by excluding certain controversial sectors and conducting a thorough sustainability risk assessment of the sectors in which we invest. ESG analysis of the companies is carried out jointly by the ESG team and the fund manager. The fund does not have an official benchmark.

SFDR classification: article 9, dark green Fondita Sustainable Europe

The objective of Fondita Sustainable Europe is sustainable investment. This objective is primarily achieved through the fund’s strategy of investing only in companies that enable, through their products or services, reduced CO2 emissions in accordance with SFDR article 9.3 and/or more efficient use of natural resources. These are the fund’s two focus areas. In addition, the fund excludes all companies active within fossil energy sources. The emissions of the holding (scope 1 & 2) are monitored regularly, and the holdings must have a clear strategy to reduce emissions. We also require the companies in which the fund invests to act responsibly in terms of their own environmental impact and social responsibility. The fund invests in companies that follow good governance practices.

All investments meet the requirements for sustainable investments set out in Article 2 of the SFDR Regulation and do not cause significant harm to any of the other environmental or social objectives.

Investment decisions take into account environmental and social issues and the risks associated with them. ESG  risks are defined under the SFDR Regulation (Article 2) as an environmental, social or governance event or circumstance which, if it were to occur, would have a significant actual or potential negative impact on the value of the investment. They also refer to a company’s vulnerability to the effects of climate change, depending on its geographical location and its overall business. As part of the ESG analysis of an investment object, the manager, together with the ESG team, identifies each investment object’s sustainability risks, the likelihood of these risks materialising and the magnitude of the impact. All potential investment targets are subject to both an ESG analysis and a business analysis. We continuously assess the holders’ sustainability risks, their likelihood and magnitude as part of our investment process.  Any sustainability risks that materialise may have a negative impact on the holding and therefore the fund’s returns. We continuously monitor these risks and, based on our assessment, this may have an impact on our investment decisions. We believe that one of the main sustainability risks that may affect the value of the fund’s investments is related to environmental and climate issues. We manage these risks by excluding certain controversial sectors and conducting a thorough sustainability risk assessment of the sectors in which we invest. ESG analysis of the companies is carried out jointly by the ESG team and the fund manager. The fund does not have an official benchmark.