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Lannebo Fonder

PRI reporting framework 2017

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Basic Information

OO 01. Signatory category and services

01.1. Select the services you offer.

% of assets under management (AUM) in ranges

% of assets under management (AUM) in ranges

01.2. Additional information. [Optional]

Lannebo Fonder is an independent customer-oriented fund management company engaged in active asset management within areas and sectors where the company possesses a high level of expertise.

We manage assets for both individuals and organisations with the goal of generating as high long-term, risk-adjusted returns as possible. We only invest in assets that we truly understand and that we believe will generate a good return. Prior to every investment, a thorough analysis and careful risk assessment is performed. Our fund managers are experienced professionals who are independent in their investment decision process. The managers also invest capital for their private account, further increasing the incentive to create the best possible return for the fund.

In September 2013 we became a signatory to the UN directives for the Principles for Responsible Investments (PRI). As a significant shareholder in a large number of companies we have the opportunity and immense responsibility to influence the companies and we regularly meet with top management in the companies where we invest. We also place a high level of commitment in nomination committees. It is of great importance that the Board of Directors is comprised of diversified skill sets, experience and gender.

As of September 30, 2016 Lannebo Fonder has 15 actively managed funds – 10 equity funds, 3 fixed income funds, 1 balanced fund and 1 fund of funds. More than 90 per cent of assets under management are invested in the Nordic markets.


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

Sweden

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

37 FTE

02.4. Additional information. [Optional]

Lannebo Fonder has one office in Stockholm, Sweden, and one office in Copenhagen, Denmark.


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

30/09/2016

04.2. Indicate your total AUM at the end of your reporting year, excluding subsidiaries you have chosen not to report on.

Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.4. Additional information. [Optional]


OO 06. How would you like to disclose your asset class mix

New selection options have been added to this indicator. Please review your prefilled responses carefully.

06.1. How you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity >50% 78 0 0
Fixed income 10-50% 17 0 0
Private equity 0 0 0 0
Property 0 0 0 0
Infrastructure 0 0 0 0
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash <10% 5 0 0
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish our asset class mix as per attached image [Optional].

06.3. Provide contextual information on your AUM asset class split. [Optional]


OO 07. Fixed income AUM breakdown (Private)


OO 08. Segregated mandates or pooled funds (Not Applicable)


OO 09. Breakdown of AUM by market (Private)


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