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    Swedbank Robur Launches Article 9 Fund

    Stockholm (NordSIP) – Swedbank Robur announced the launch of a new Climate Impact fund classified as “dark green” (Article 9) under the EU Sustainable Finance Disclosure Regulation (SFDR). The fund invests in companies that contribute to solving the world’s climate challenges, mainly those related to the UN’s Sustainable Development Goals 7 (Affordable and clean energy ) and 13 (Climate Action). The fund is available at Swedbank as of September 16, and soon also on all major trading platforms.

    “We have had a strong focus on the climate issue for many years and want to take a clear stance in issues that are important to our customers and investments. The growing interest in saving sustainably and with the climate in focus, are central and positive drivers in our dedicated work to continue to shift capital in a more sustainable direction. As Sweden’s largest fund company, it is our responsibility to dare to think new and go first, and to meet customer demand in a clear and hands-on way”, says Liza Jonson, CEO of Swedbank Robur.

    Climate Impact is a global fund focusing on climate transition. The fund’s fee is 0.70%. Further information about the fund can be found at www.swedbankrobur.se/climateimpact (link). Investee companies are active within renewable energy (solar, wind, water, energy storage), green buildings (construction and management) and energy efficiency (energy storage, clean transport, low carbon footprint).

    Linnea Zanetti, one of the portfolio managers of Swedbank Robur Climate Impact, also highlights the connection between value growth and sustainability. “We have long worked according to the principle that companies that contribute to a better world are the winners of the future. In the Climate Impact fund, we will use a quantitative and systematic process to select the companies that have a clear connection to the UN Global Development Goals 7 and 13. The fund has a global investment focus and in total we have selected around 80 companies in different industries, which we believe meet our requirements. It sets a stable foundation for a good balance and growth potential for the fund,” says Linnea Zanetti.

    Swedbank Insurance, a wholly owned company of Swedbank, with 1.2 million customers in Sweden and a managed capital of SEK 200 billion, will be an anchor investor in the fund.

    Photo by Charl Folscher on Unsplash

     

    Filipe Albuquerque
    Filipe is an economist with 8 years of experience in macroeconomic and financial analysis for the Economist Intelligence Unit, the UN World Institute for Development Economic Research, the Stockholm School of Economics and the School of Oriental and African Studies. Filipe holds a MSc in European Political Economy from the LSE and a MSc in Economics from the University of London, where he currently is a PhD candidate.

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