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Aktie-Ansvar AB

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

01.2. Additional information. [Optional]

Aktie-Ansvar is one of Sweden’s oldest Fund Management Company´s established in 1965. Aktie is Swedish for Equity and Ansvar is Responsibility. Responsible-Equity would in other words be the closest English interpretation of the brand name.  

The founders, back in 1965, were the Swedish part of Independent Order of Good Templars and what is today the Uniting Church of Sweden, Equmeniakyrkan. It’s no coincidence responsible investments have been a part of Aktie-Ansvar since start.

Today Aktie-Ansvar is a part of the Garantum group.

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).

15 FTE

02.4. Additional information. [Optional]

Aktie-Ansvar has a Portfolio Management team consisting of 6 highly skilled professionals divided into 4 discretionary PM´s, 1 quantitative/systematic PM and 1 Programmer. The PM team also have an external Senior Advisor with extensive experience within systematic strategies and financial mathematics.     

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]

Aktie-Ansvar is a part of the Garantum group that consists of 2 investment firms, Garantum Fondkommission and Aviatum, and also by Aktie-Ansvar being the Fund Management Company within the group.

OO 04. Reporting year and AUM

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

31/12/2016

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]

Aktie-Ansvar has 13 funds of which 5 are mutual funds (UCITS) and 7 are alternative investments funds (AiF).

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 10-50% 25 0 0
Fixed income 10-50% 30 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 10-50% 35 10-50% 10
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 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]

Aktie-Ansvar manages all of its AuM inhouse expcept for two of its hedge funds. This breakdown varies over time and the information given regarding the split is valid per end of year 2016.

OO 07. Fixed income AUM breakdown (Private)

OO 08. Segregated mandates or pooled funds (Private)

OO 09. Breakdown of AUM by market (Private)

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