Invest responsibly and sustainably with us!

We combine our investment philosophy with responsible management to offer funds that perform well now and over time.

< Responsible Investments

Our Principles for responsible investment

The goal of our investment management is to generate the best possible return for our customers. We aim to do this responsibly and in accordance with the selected investment strategy.

Our principles for responsible investment are based on the belief that companies who act responsibly and work in accordance with sustainable principles are better investment projects in the long term, as the risks and opportunities related to the environment, society and governance (ESG factors) are more extensively analysed. Therefore, it is essential to integrate ESG-related aspects when performing a company analysis.

We strive to always act responsibly and consider sustainable development in all our investment decisions and our daily operations. Responsibility is grounded in our employees’ values. In our principles for responsible investment, sustainability risk assessments and business operations, we consider the most common international agreements and standards for leading society and business.

The goal of responsible investment

We want to own shares in companies where sustainability and ESG factors are an integrated part of the company’s strategy and corporate culture. This means the company acts responsibly towards its employees and treats everyone equally while monitoring, measuring and improving its own environmental footprint. The company’s sales come mainly from business operations that we believe are sustainable in the long term, and the end product or service is in line with the overall values of sustainable development.

We take our climate responsibility seriously and work to reduce our carbon footprint towards eventual carbon neutrality.

All Fondita funds, both small cap and theme funds, are actively managed funds based on bottom-up stock picking. The funds have a consistent investment philosophy and follow the same strategy for responsible investment. Our goal is to be a long-term owner of shares in responsible, high-quality growth companies, and our driving forces are climate-smart solutions, health and well-being, and digitalization and technological development.

The principles and methods presented in the next section cover all aspects related to responsible investment. In their daily work, our portfolio managers are responsible for implementing the described method and considering how to integrate ESG factors into the analysis of a company.

This page was last updated

Web design: Wikström Media
Fondita online Fondita