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Publication date
Place for
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Fund name
Positive screening
Short description of the fund and its composition
Negative screening
Engagement
Positive screening - how the fund incorporates the following strategies
when choosing investments
Environmental,
social and ethical
aspects
Briefly and objectively describe how the fund considers environmental,
social and ethical issues when choosing investment holdings.
A thematic
strategy
Briefly and objectively describe the thematic selection of investment
holdings.
Negative screening – the fund excludes holdings on the following grounds
Violation of
international
norms
Briefly and objectively describe the criteria used as a basis for
exclusion of companies that violate international norms. Give examples
of the norms or standards in question.
Products and/or
countries
Briefly and objectively describe the criteria used as a basis for
exclusion of companies based on specific products and/or countries.
The exclusion criteria can be shown as a bullet list.
Engagement – how the fund influences company holdings
Briefly and objectively describe how the fund manager exercises its ownership rights in order
to influence the company holdings in the fund, for example:



Through dialogue (internal and external resources)
Voting at and attending Annual General Meetings
Cooperation with other shareholders and/or organizations
Follow-up – how the fund ensures that the criteria are met
Resources and
processes
Briefly and objectively describe the resources and processes in place
for sustainability analysis, for example:



Checks
Resources for analysis
Advisory committee or similar forum
Requirements for the procurement of analysis or fund
management services
Briefly and objectively describe how the fund manager’s routines for
sustainability analysis are checked, for example:





External and/or internal audit
Advisory committee
Frequency of publication of a complete list of holdings
Frequency of publication of a complete list of excluded
companies
Frequency of publication of a status report and the results of
engagement efforts
Other relevant explanations from the fund manager and references to more information.
The ESG profile (”Hållbarhetsprofilen”) is information created with the aim of informing the
unit holders about the fund’s sustainability issues and focus areas, to help the customer
compare fund products with one another. The profile may not contain any marketing content
such as purchasing invitations or any other form of promotional text. The ESG profile
(“Hållbarhetsprofilen”) is intended for informational purposes only, in conjunction with other
information and may not be used in a sales context. The content in the ESG profile
(“Hållbarhetsprofilen”) is provided and presented by the fund managers. The fund managers
are responsible for ensuring that the information is in accordance with Swesif’s instructions
and that the information given is correct.