Espiria launches Article 9 fund SDG Solutions
As a next step on its transformational journey, Espiria has launched an updated fund family where the SDG Solutions fund meets the highest sustainability requirements, Article 9, under the EU Sustainable Finance Disclosure Regulation.
The fund previously known as Espiria Världen has implemented a new investment strategy and becomes Espiria SDG Solutions, a fund that meets the highest sustainability requirements, Article 9 (Dark Green Funds), under the EU Sustainable Finance Disclosure Regulation. SDG Solutions is an equity fund with a focus on companies that are developing in accordance with the UN Sustainable Development Goals, and where a substantial part of the business is focused on sustainable solutions for both products and services. The other funds keep their investment approaches and meet high sustainability requirements according to Article 8 (Light Green Funds) in the EU framework.
Since 2020, Espiria has conducted an extensive transformation with the target to become a leading player within global equity and Nordic fixed income connected to the Sustainable Development Goals. With the support from East Capital Group’s established internal processes and resources, Espiria identifies and invests in companies that are part of the structural shift driven by sustainable solutions and innovation with a focus on high growth and solid profitability.
Peter van Berlekom, CIO at Espiria, comments: “SDG Solutions underlines our clear commitment to sustainable development with holdings that have a direct positive impact on the environment and society. All of our funds - Espiria 30, Espiria 60, Espiria 90, SDG Solutions and Global - are suitable for those who want to invest in innovation power and societal development. The fixed income strategy is based on a proven approach with an emphasis on corporate bonds, and in equities we apply a global approach where the focus is on profitable growth.”
The investment strategy has its foundation in classic active management where each investment is based on clear analysis and assessment relating to a clear idea of creating good returns. As part of this, work has been carried out to ensure a good balance in the funds based on geography, sectors and individual companies, in order to ensure optimal exposure adjusted for risk.
Peter van Berlekom continues: “Our philosophy is that it is the balance points that are important, not to assess price development, in order to achieve exposure to long-term positive trends. With this, we have the best conditions to generate a good return over time, and it is satisfying to see that we have already had the opportunity to see evidence of this as well as strong interest from investors through our broad distribution network.”
In April, Huizi Zeng joined Espiria as fund manager. With a solid background in impact investments, she has been instrumental in further developing the fund management related to the Sustainable Development Goals. Earlier this year, East Capital Group also partnered with the UK impact investor Alquity to further develop sustainability efforts in both emerging and frontier as well as developed markets, in which Espiria has its main focus.
For more information, please contact:
Ilze Johnston, Marketing Communications Manager, East Capital Group
+46 8 505 88 550, mediaenquiries@eastcapital.com
Lina Björkman
+46 700 440 442, eastcapital@fogelpartners.se
About Espiria
Espiria manages funds that invest in global and Nordic markets. Espiria's equity and fixed income strategies aim to generate good risk-adjusted returns based on fundamental analysis in the long term, with a clear focus on sustainability and the SDGs.
Espiria is part of East Capital Group, an independent asset management group that comprises several strategies and specialisations to offer active management solutions in equities, bonds and real estate assets with a clear ESG framework. Founded in Sweden in 1997, East Capital Group manages a total of EUR 5.1 billion for a broad range of international investors including leading institutions, companies and private individuals.
Risk information: Past performance is not a guarantee of future performance. The money invested can both increase and decrease in value, and investors may not get back the full amount invested. For more information, see fact sheet, prospectus and annual report at www.espiria.se.
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