Storebrand Funds

Storebrand Funds is the Nordic market leader in sustainable investments. We offer three equity funds from Storebrand Funds, two index-linked funds and one active fund.

Pioneering Sustainable Investment

  • Storebrand manages more than NOK 880 billion for 1.1 million Norwegians, which makes it Norways‘s second largest asset manager after the Norwegian Oil Fund. Storebrand‘s method of investing its funds in sustainable companies is unique.

  • Storebrand exerts influence by challenging companies to be more proactive about their sustainability practices and development

  • Excluded companies are removed from Storebrand‘s investment universe, and investment ecosystem that consists of over 4,000 companies

  • Storebrand increases investments in companies that contribute with solutions to the UN Sustainable Development Goals

Equity funds from Storebrand Fund

Storebrand Global Indeks

Storebrand Global ESG Plus

Storebrand Global Solutions

An index-linked equity fund that aims to achieve a similar value development as the global equity market, measured by the fund’s benchmark index, MSCI World Index.

A fossil-free global equity fund which aims to provide long-term capital growth through a model-based portfolio of developed market equities.

A fossil-free equity fund that aims to achieve a long-term excess return by investing in global equity markets, including emerging markets.

The ownership interests in the underlying shares are combined so that they reflect the characteristics of the benchmark index to the greatest possible extent.

The fund seeks to reproduce the risk and return profile of the MSCI World Index whilst excluding companies within fossil fuel related industries and with additional ESG criteria and sustainability focus.

The fund invests in sustainable companies that Storebrand believes are well positioned to solve the challenges related to the UN‘s sustainability goals.

The fund has UCITS status and is managed in line with Storebrand’s principles for sustainable investments. Companies that violate these principles are excluded.

Enhanced ESG is achieved by investing in companies with a high Storebrand sustainability rating, aligned to the UNs sustainability goals, and avoiding those with a low rating.

The fund is subject to additional criteria beyond the Storebrand standard, which means that it refrains from investing in companies that have more than 5% of their revenues from fossil fuels, weapons/war materials, tobacco, alcohol, gambling or pornography or companies with large fossil reserves.

The fund targets companies with a low carbon footprint and also invests up to 10% of assets in those related to clean energy, energy efficiency, recycling and low-carbon transport.


General disclaimer regarding investment in funds

Investments in financial instruments always entail financial risks, such as the risk of little or no return or total loss of capital. Past performance is neither an indication nor a guarantee of future returns. Risk increases if the investment is financed by credit and returns can increase or decrease due to exchange rate volatility if assets are in foreign currency. Taxation of funds is assessed on an individual basis in accordance with current legislation and is subject to change.

Investors are advised to familiarise themselves with the available information on funds, including key information on risk factors, investment authorisations and the use of derivatives. Non-UCITs funds have broader investment authorisations than UCITs and can therefore entail more risk. Information on the funds is obtained from Storebrand Asset Management AS, which is the funds’ management company.

Information on this site is intended for information purposes only and should not be considered as an offer or advice on the purchase, sale or other allocation of certain financial instruments. The source of this information is considered reliable, but the accuracy or validity of the information cannot be guaranteed. The bank reserves the right to make changes to this information at any given time.

Exchange rate developments and returns

A fund management fee is included in the daily calculation of each fund’s exchange rate. Return for 12-month periods or longer is calculated on an annual basis. Shorter periods are not calculated on an annual basis but show price change instead. Return is based on the latest price listed and portrayed in the base currency of each fund..