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ESG Factsheet

The Portfolio Managers, supported by the ESG Team, must formalise a dedicated ESG factsheet for each investment.

The ESG factsheet serves an essential role in linking the ESG parameters of an investment – from idea generation to execution. As such, it documents the ESG considerations made and any actions undertaken as a result. It informs the execution of ESG aspects and assessment of the ESG component of the investment thesis. The relevance (and lack thereof) will vary depending on sector, geography and company specifics.

Historical returns are no guarantee for future returns. Future returns will depend, inter alia, on market developments, the fund manager’s skills, the fund’s risk profile and management fees. The return may become negative as a result of negative price developments. There is risk associated with investing in funds due to market movements, currency developments, interest rate levels, economic, sector and company-specific conditions. The funds are denominated in NOK. Returns may increase or decrease as a result of currency fluctuations. Prior to making a subscription, we encourage you to read the fund's prospectus and key investor information document which contain further details about the fund's characteristics and costs. The information can be found on www.skagenfunds.com. Storebrand Asset Management administers the SKAGEN funds which are by agreement managed by SKAGEN's portfolio managers.

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