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The information presented below is provided pursuant to EU regulation 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR).

Monitoring of environmental or social characteristics

The Management Company’s risk control function monitors the environmental/social characteristics promoted by the fund on a daily basis to ensure compliance.

The following sustainability indicators are used to assess the environmental/social characteristics of the fund:

Sustainable investments: Share of the fund's value that is invested directly as well as indirectly through funds, in sustainable bonds or in companies (as well as bonds issued by companies) considered to be contributing to an environmental or social objective pursuant to the Sustainable Development Goals in Agenda 2030 and/or the EU Taxonomy, at the same time as they do not significantly harm any other environmental or social objective and that the companies follow good governance practices. For investments in internal funds, a screening of the holdings in the fund investments will be conducted, based on the Management Company’s definition of sustainable investments. Follow up is conducted by the Management Company’s risk control function.
Carbon footprint: Carbon footprint measured in the investee companies’ greenhouse gas emissions Scope 1, 2 and 3 relative to the investee companies’ enterprise value including cash (EVIC). Follow up is conducted by the Management Company’s sustainability group.
Greenhouse gas intensity: The greenhouse gas intensity measured in the investee companies’ greenhouse gas emissions Scope 1, 2 and 3 relative to the investee companies’ revenues. Follow up is conducted by the Management Company’s sustainability group.
UN Global Compact (UNGC) principles and Organization for Economic Cooperation and Development (OECD) Guidelines for Multinational Enterprises: Share of investments in investee companies that have been involved in violations of the UNGC principles or OECD Guidelines for Multinational Enterprises. Follow up is daily conducted by the Management Company’s risk control function.
Fossil fuels: The Management Company’s risk control function conducts a daily follow-up to ensure that the revenue derived from fossil fuels by any of the investee companies does not exceed 5%. The proportion of investments in companies that are active within the fossil fuel sector is reported in the fund’s annual report. Follow up is conducted by the Management Company’s risk control function.

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