Fondita Global Megatrends is a thematic fund with a global mandate. The fund invests in companies according to three main themes: environment, demography and technology.
The fund’s driving forces include a growing demand for environmental protection, changes in the population structure and the technical development that drives changes throughout the society. These drivers are as relevant today as they were in 1998, when the fund was launched.
The fund handpicks companies that benefit from environmental and climate smart solutions, demographic shifts which lead to increased demand for health and wellbeing, and digitalization and technological development.
Read more about the fund’s sustainability principles:
Portfolio managers
30.4.2023
Total client relationship allow for changes in tariff rate.
FUND INFORMATION
KID | |
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Holdings | |
Fund rules | |
KID DE | |
European SRI Transparency Code | |
Holdings | |
KID I DE | |
Prospectus |
REPORTS
Monthly report | |
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Annual report |
SUSTAINABILITY DOCUMENTS
Austrian Ecolabel | |
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European SRI Transparency Code | |
ESG Report | |
Responsible Investment Policy | |
Exclusion list |
This is marketing communication. The past performance of the investment fund does not provide any guarantee of future results. Read the fund prospectus and KID (Key Information Document) before making any investment decisions. The fund prospectus and KID are available on English, Finnish and Swedish at our website.