Past performance is not a reliable indicator of future performance.
Source: Stefnir hf.
With a single investment, you can:
Invest in large and mid-sized companies across developed markets worldwide
Spread your risk across a wide range of companies, sectors, and contries
Invest in responsible companies that meet ESG standards
The fund tracks the MSCI World Screened Choice Index.
The index measures the performance of large- and mid-sized companies in developed markets worldwide.
When you invest in the fund, you gain indirect exposure to all the companies included in the index.
ESG stands for environmental, social and governance standards.
These criteria help identify companies that operate in line with these standards and demonstrate a commitment to responsible business practices.
The fund invests exclusively in companies that meet these criteria.
The fund's value can fluctuate over shorter periods. For this reason, we recommend a minimum investment period of five years.
This fund is designed for long-term investing.
The fund seeks to track the performance of the MSCI World Screened Choice Index as closely as possible, whether the index rises or falls. The index measures the performance of large and mid-cap companies operating in developed markets worldwide. The index excludes companies that do not meet ESG (environmental, social and governance) criteria. The fund is suitable for investors who want to invest in responsible companies in stable countries worldwide and can tolerate some fluctuations in returns. The recommended minimum investment period is five years.
Investments in financial instruments always involve financial risk, including the risk that no return will be generated or that the principal invested may be lost. Past performance is not a reliable indicator of future results. Please note that the risk associated with an investment increases if it is financed through borrowing, and returns may increase or decrease due to fluctuations in performance.
Investment in international funds may also entail currency risk. The value of an investment and its return may therefore increase or decrease as a result of changes in the exchange rates of the currencies in which the relevant fund is denominated or settled against the Icelandic króna. When investing in international funds, investors may also engage in foreign exchange transactions that are subject to costs and exchange rate fluctuations.
All investors are encouraged to conduct their own investigations and analyses, including reviewing relevant disclosure documents and independently assessing such documents before making any investment decision. More detailed information about a fund, including information on risks and whether the fund is classified as a UCITS fund or an alternative investment fund marketed towards the public, can be found in the prospectus, key information document and other relevant materials. Such documents are generally available from the fund’s management company, issuer or distributor.
The tax treatment of investments depends on the circumstances of each individual investor and may change in the future. Investors are therefore encouraged to familiarize themselves with the tax implications of their investments and, where appropriate, seek professional advice.
The information provided herein is for informational purposes only and should not be construed as an offer or as personalized investment advice regarding the purchase, sale or other disposition of financial instruments. The information is based on sources believed to be reliable. However, no representation or warranty is made as to its accuracy. No responsibility is accepted for any decisions or transactions undertaken on the basis of the information provided herein.
Sjóðurinn fylgir afkomu MSCI World Screened Choice Index vísitölunnar eins náið og mögulegt er, hvort sem vísitalan hækkar eða lækkar. Vísitalan mælir gengi stórra og meðal stórra fyrirtækja með starfsemi á þróuðum mörkuðum um allan heim. Vísitalan útilokar úr mælingunni þau fyrirtæki sem standast ekki kröfur um UFS(umhverfi, félagslega þætti og stjórnarhætti) skilyrði. Sjóðurinn hentar þeim sem vilja fjárfesta í ábyrgum fyrirtækjum í traustum löndum á heimsvísu og þola þó nokkrar sveiflur í ávöxtun. Ráðlagður lágmarkstími fjárfestingar er fimm ár.