The fund is actively managed and invests in equities that are primarily issued by small companies in the U. S. , as well as in Canada and Mexico. As a result, the fund has a currency exposure to these markets.
The thematic investment strategy provides for investments that occur in a limited area in which development is deemed to result in a structural change to the economy and society. This change provides favorable conditions for companies active within the area to create profitable growth over time.
For this fund, the fund company's Enhanced exclusion level applies. Information about which sectors the fund excludes can be found in the fund’s prospectus.
The fund is reported as an Article 8 fund pursuant to EU regulation 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR).
Fund manager
Rikard Forssmed
Experience in the fund industry 2001.
Portfolio Manager since 1 October 2025.
Fund manager
Niklas Lundin
Experience in the fund industry 1989.
Portfolio Manager since 1 October 2025.