ESG - Nordic - Long Only
Fund Portrait
Norron Active is an actively managed fund focusing on Swedish equities. The fund is managed by the investment team under the leadership of Gustaf Sjögren, one of Sweden's most experienced and qualified managers of Swedish equities, together with Oskar Ormegard, who also has extensive industry experience.
The fund's strategy is based on identifying shares that are undervalued and utilizing the short-term price movements that arise in different industries, shares and on the stock market. As an all-cap fund, it concentrates on about 25 value stocks with good dividend opportunities and growth potential. ESG is integrated into the entire investment process.
This strategy is suitable for medium/long-term investors accepting volatility and looking for high alpha.
| INVESTMENT MANAGER | Norron Asset Management |
|---|---|
| LINKEDIN COMPANY PAGE | Norron Asset Management |
| FUND | Norron Active |
| TYPE STRUCTURE | SICAV |
| DOMICILE | Luxembourg |
| LAUNCH DATE | September 2, 2011 |
| DISTRIBUTOR SWITZERLAND | OpenFunds Investment Services AG (Switzerland) |
| AUDITOR | EY, Luxembourg |
| CUSTODIAN | Skandinaviska Enskilda Banken SA, Luxembourg |
| REGULATOR | Commission de Surveillance du Secteur Financier, Luxembourg (CSSF) |
| PAYING AGENT SWISS | Società Bancaria Ticinese SA (Switzerland) |
| GEOGRAPHY | Swedish equity market |
| STRATEGY | Long only swedish equity |
| SHARE CLASSES | HIC-EUR |
| CURRENCY | EUR, SEK |
| INITIAL CHARGES | 0% |
| MINIMUM SUBSCRIPTION | EUR 100,000 |
| LIQUIDITY | Daily |
| MANAGEMENT FEE | 1.50% |
| PERFORMANCE FEE | 0% |
| FUND SIZE | EUR 152 m |
| ISIN | LU1982816388 |
| BLOOMBERG CODE | NORRACT LX |
