New “all-in-one solution” for investment clients who are focused on sustainability
admin Jul 10, 2023
We are launching five new Invest funds for investors who want both good diversification across equities and bonds and a strong focus on sustainability.
Investment our customers will now have an even better opportunity to let return and sustainability go hand in hand.
We can now offer five new balanced Invest funds across all Nordic markets that both provide investors with good diversification across equities and bonds and a strong profile with regard to sustainability. Global Ansvarlig Portefølje is the Danish name of the funds, which translates to Global Responsible Portfolio.
Each fund has its own particular risk profile – in other words, its overall allocation between equities and bonds. What they all have in common, is that at least 75% of investments in the portfolios have to be sustainable investments.
“Our new funds have strict requirements regarding the sustainability aspect of investments. This means the funds are particularly well suited to investors who would like a team of specialists to manage their assets while the investments at the same time contribute to the green transition,”
New legislation the driving force
The launch comes in the wake of new EU rules (MIFID II) that aim to inform private investors about sustainable investments and to allocate more assets to them. The rules, which came into force on 2 August this year, require investment advisors to ask customers about their sustainability preferences as an integral aspect of investment advisory.
“These new funds enable us to better accommodate the demand that the rules are expected to generate for investment solutions that focus on both sustainability and good diversification across equities and bonds,” says Thomas Otbo, Our CIO, who oversees the management of our investment solutions.
He adds: “Looking at the bigger picture, it is also important that we as asset managers can both help our customers support positive societal developments and at the same time earn a decent return on their savings.”
What is a balanced fund?
A balanced fund comprises a mix of equities and bonds. It is an investment solution where our customers mainly have to consider the level of risk that is most appropriate – and so which of our balanced funds is the best choice for them. Our investment specialists then continually manage the investment mix and adjust portfolios in accordance with market developments, etc.
This publication has been prepared as marketing communication and does not constitute investment advice.
Please note that historical return and forecasts on future developments are not an indication of future return, which can be negative.
Always consult with professional advisors on legal, tax, financial and other matters that may be relevant for assessing the suitability and appropriateness of an investment.