• An actively managed global equity fund investing in themes where structural change drives profitable growth.
• Broad spread across regions and sectors, with a clear overweight in technology and industrials.
• Managed under the fund company's exclusion criteria and classified as Article 8 under SFDR.

Medium risk (4 of 7)

Return in SEK after charges, monthly data. Illustrative values. Hover the chart to read values.

2026 covers 1 January to 31 August.

Average annual return, calculated on the fund's month-end price. Updated 31 August 2026.

Updated 31 August 2026

Updated 31 August 2026

Updated 31 August 2026

Updated 31 August 2026

The fund rose by just over 12% in SEK over the first eight months of the year. The positive return was driven mainly by exposure to technology and semiconductors, tied to the continued strong investment trend in automation and data centres. Industrial and health care holdings also contributed, while individual holdings in communication services were weaker and detracted from the relative return.

Over the period the fund increased exposure to companies benefiting from investment in electrification and energy efficiency, including new positions in Nordic and European industrial companies. At the same time it reduced weight in a number of consumer-related companies where the valuation was judged to have run ahead of earnings.

We expect investment in technology and infrastructure to continue through the remainder of 2026 and into next year. The strategy ahead is therefore to keep strong exposure to these themes while looking for opportunities in other parts of the market where valuations look more attractive.

The fund promotes environmental and social characteristics under Article 8 of SFDR. The fund company excludes companies active in areas including fossil fuels, weapons and tobacco, and engages with holdings where material sustainability risks have been identified.

The fund is open for trading every banking day. Buy and sell orders registered before the cut-off are executed at the unit price set the same day. The fund's documents and its current unit price are available on the fund company's website.

This is an illustrative example of a product sheet. Every figure is fictitious and is not information about any real fund. Past performance is no guarantee of future returns. Money invested in the fund can rise as well as fall in value, and there is no certainty that you will get back the full amount invested. A fund with a risk level of 5 to 7 in its key information document can vary considerably in value because of its composition and management method. The key information document, prospectus and fund rules are provided by the fund company. Fund company: Auxality Fonder AB. The fund company accepts no liability for errors in this information.