Sustainability-related disclosures – Spiltan Enkel

Summary

This page contains information on environmental and/or social characteristics of financial products and sustainable investments in accordance with article 10 of Regulation (EU) 2019/2088 (Disclosure Regulation) and delegated acts to the Disclosure Regulation. This statement was last updated on January 14, 2025.

The product’s environmental and/or social characteristics 

Spiltan Enkel invests in funds that promote the following environmental characteristics:

• Reduction of negative climate impact, and
• Increased use of renewable energy.

Spiltan Enkel invests in funds that promote the following social characteristics:

• Good working conditions, and
• Human rights including equality and diversity.

Investment strategy

Spiltan Enkel follows Spiltan Fonder’s responsible investments policy and Spiltan Fonder’s policy for integrating sustainability risks in the investment process which mandates that Spiltan Enkel shall comply with certain sustainability criteria in its management of the fund. New investments in Spiltan Fonder’s portfolios are screened based on whether they conduct business in countries subject to international sanctions or operate in countries with high corruption risk. This is assessed through international sanction lists, and the Corruption Perception Index. The manager responsible for the funds also conducts a special sustainability analysis of the portfolio companies to identify sustainability-related opportunities. From Spiltan Fonder’s policy for integrating sustainability risks in the investment process follows certain exclusion criteria. Spiltan Fonder actively engage with the portfolio companies in Spiltan Fonder’s portfolios through ongoing dialogue with portfolio companies during ownership to promote the importance of sustainability and impacting progress.

Monitoring of environmental and/or social characteristics, data, and data limitations 

Spiltan Fonder uses external sustainability data providers and complements with data received directly from portfolio companies. Spiltan Fonder compares data received from external data providers to the data and information provided from the portfolio companies. Additionally, all data is assessed, analysed and evaluated with the base of knowledge Spiltan Fonder has about the specific portfolio company. External data providers are evaluated and selected based on their capabilities to provide decent data quality, quality assurance methodologies, and fund coverage. Spiltan Fonder has engaged data providers, specialists in field of the sustainable finance regulations, in which Spiltan Fonder is obliged to disclose sustainability-related information.

Spiltan Fonder acknowledge certain limitations in the sustainability data used in the analysis of investments in Spiltan Fonder’s portfolios. These data limitations are due to the fact that the legal acts adopted as a result of the European Commission’s European Green Deal come into force on different dates, and Spiltan Fonder’s portfolio companies are consequently not obliged to report relevant sustainability data before 2025 at the earliest.