Sustainability-related disclosures – Spiltan Globalfond Investmentbolag

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 April 10, 2024. 

The product’s environmental and/or social characteristics 

Spiltan Globalfond Investmentbolag promotes the following environmental characteristics: 

•    reduction of negative climate impact, and  

•    increased use of renewable energy. 

Spiltan Globalfond Investmentbolag promotes the following social characteristics: 

•    good working conditions, and 

•    human rights including equality and diversity. 

Spiltan Globalfond Investmentbolag maintain a minimum share of 1% of the portfolio in sustainable investments. Sustainable investments contribute to the environmental goal of reducing carbon emissions in accordance with the Paris Agreement. Furthermore, Spiltan Fonder use a reference benchmark in its assessment ensuring that a sustainable investment do not cause significant harm to any other sustainable investment objective. Additionally, Spiltan Fonder assess investments according to its policy for good governance practices.

Investment strategy

Spiltan Globalfond Investmentbolag follows Spiltan Fonder’s responsible investments policy which mandates that Spiltan Globalfond Investmentbolag shall comply with certain sustainability criteria in its management of the fund. Before investment, companies are screened and evaluated against sanctions lists and corruption indices, and to identify other sustainability-related risks associated with the investment. The manager responsible for Spiltan Globalfond Investmentbolag also conducts a special sustainability analysis of the portfolio companies to identify sustainability-related opportunities. Spiltan Fonder’s responsible investment policy follows certain exclusion criteria. Spiltan Fonder actively engage 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 Globalfond Investmentbolag uses external sustainability data providers and for the European companies, the data is complemented with data received directly from portfolio companies. Spiltan Fonder checks the data from external data providers against the data gathered from the portfolio companies and use the most restrictive data as its starting point. External data providers are evaluated and selected based on its 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 limitations in the sustainability data used in the analysis of investments in Spiltan Globalfond Investmentbolag. These data limitations are due to the fact that the legal acts adopted as a result of the European Commission’s European Green Deal, and additional international regulations which aim to increase the transparency and optimise sustainability reporting come into force on different dates and with different reporting obligations dependent on where the company geographically operates, hence the majority of Spiltan Globalfond Investmentbolag’s portfolio companies are consequently not obliged to report relevant sustainability data today.