CB Save Earth Fund

Investment focus

CB Save Earth Fund was launched 2008 and is a long-only equity fund with a focus on companies active within cleantech, renewable energy and water management.

 

Target

CB Save Earth Fund aims to outperform its benchmark MSCI World Net over 12 months, with a lower standard deviation than the benchmark.

 

Investment model

CB Save Earth Fund invests mainly in equities represented in the Cleantech Index, WilderHill New Energy Global Innovation Index and S&P Global Water Index and through actively managed equity funds and ETF:s. The geographical exposure is mainly towards Europe, North America and Asia. The fund is actively managed with a concentrated portfolio and investments are done on a long-term basis. The fund management is subject to an ethical framework and the UN Principles for Responsible Investments, UN PRI.

 

Share classes

The fund has four share classes:

  • CB Save Earth Fund RC (Lux) - ISIN: LU0354788688
  • CB Save Earth Fund RC-SEK (Lux) - ISIN: LU1760112463
  • CB Save Earth Fund IC (Lux) - ISIN: LU0354788506
  • CB Save Earth Fund ID (Lux) - ISIN: LU1053083884

Twice each year the share class ID (LU1053083884) pays a dividend to its shareholders. In 2020 the dividend will amount to 3% of the NAV as of 12 June and 31 October, respectively. The dividends are paid in June and November.

Portfolio Managers 

Carl

CARL BERNADOTTE 

Experience:  >30 years
E-mail:
marcus grimfors

MARCUS GRIMFORS

Experience:  >10 years
E-mail:
Profilbild2

ALEXANDER JANSSON 

Experience:  >10 years
E-mail:
Share prices and values may increase or decrease and investments are always associated with a risk of loss. Past performance is never a guarantee for future performance. The information provided in this report is what we to our knowledge believe is correct based on the information made available to us for the purpose of publishing the information here.