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Morningstar Rating (3 years)Missing data
Fact Sheet (KIID)
Elena Lovén manages Swedbank Robur Rysslandsfond and Swedbank Robur Östeuropafond. She has extensive experience of the Russian and Eastern European equity markets and joined Swedbank Robur in 2007. Experience and education She has held previous positions as an equity analyst and advisor with a focus on the energy sector and emerging markets at HQ Bank (1998–2007). Elena has a BA in Economics & Finance from Stockholm University (1988–1991) and a university degree from Moscow Pedagogical State University (1982–1987).
Our global equities team invests in the majority of the markets around the world. The fund managers are responsible for their individual funds and select the companies to invest in, at the same time as the entire team works closely together, sharing knowledge and ideas. Our sustainability analysts and compliance officers also provide them with support, which provides the managers with a unique and broad basis for their investments. The team comprises ten portfolio managers who, together with the entire equity management team, have assets under management of slightly more than SEK 670 billion.
The actively managed equity funds apply an investment strategy based on analysis of fundamentals. The focus is on the selection of companies, but sector, regional and thematic analyses are also key components of the strategy. The fund managers strive through active management to attain a return that exceeds the average return in the markets where the funds invest, in other words a return that exceeds the fund’s benchmark index. Our fund managers integrate sustainability as a natural component of the funds’ investment processes.
Fundfacts & Fees
The Disclosure Regulation means that new requirements will be imposed on the disclosure of sustainability-related information. The purpose of the Regulation is to (1) harmonize requirements for sustainability-related information within the EU 2) increase transparency and clarity regarding sustainability-related information 3) increase the attractiveness of sustainable investments.
The fund´s sustainability work
Transparency regarding the integration of sustainability risks, the promotion of environmental or social characteristics, and sustainable investments.
Environmental, social and corporate governance (ESG) characteristics that are promoted by the fund’s management, or included in the fund’s objective
Practice for good governance
Other sustainable related characteristics
The fund uses the following index as a reference benchmark
No index has been chosen as a reference benchmark
Methods used to integrate sustainability risks, promote environmental or social characteristics, or achieve a sustainable investment objective
The fund selects
The fund excludes
The fund does not invest in companies involved in the following products and services. A maximum of five per cent of the turnover of the company in which the placement takes place may relate to activities relating to the specified product or service.
Products and services
Under this heading, a fund which does not take sustainability aspects into account may also indicate which products and services are not included in the fund as a result of the fund's investment policy.
The fund does not invest in companies that violate international standards. The assessment is made either by the fund manager itself or by a subcontractor.
The fund does not invest in companies that do not take steps to address identified problems or where the fund considers that the companies will not address the problems for a period that the Fund Manager deems reasonable in the individual case.This option concerns funds that develop an action plan for contested companies, which are excluded if specified conditions are not met during the prescribed period of time.
Internationella normer avser internationella konventioner, lagar och överenskommelser såsom FN Global Compact och OECD:s riktlinjer för multinationella företag som rör frågor om miljö, mänskliga rättigheter, arbetsvillkor och affärsetik
For sustainability reasons, the fund does not invest in companies involved in certain countries/debt securities issued by certain states
The fund company influences
Corporate Influence in-house
Corporate influence in cooperation with other investors
Corporate influence through external suppliers/consultants
Votes at general meetings
Participates in nomination committees to influence the composition of the Board of Directors
Other corporate influence
The Fund Management Company uses its ownership power to influence companies in sustainability matters.
The Fund Management Company is in contact with companies in order to influence them in a more sustainable direction.
Information on the methodology used to assess, measure and monitor the environmental or social characteristics of the overall sustainable impact of the financial product