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Sustainability in Delphi Funds

Sustainability is an integral part of the investment process in the Delphi funds. As part of Storebrand Asset Management, we adhere to the group’s standard for sustainable investments - a strategy built on more than 30 years of experience in responsible, long-term investment practices.

Sustainability in Storebrand Asset Management

Three pillars of sustainable investment decision-making

01 Exclusions:

We do not invest in companies that breach Storebrand’s exclusion criteria. This includes, among other things:

  • Severe climate and environmental damage
  • Human rights violations and breaches of international law
  • Corruption and financial crime
  • The production of tobacco and controversial weapons

02 Sustainability analysis:

In addition to the above, we seek to integrate sustainability, as well as climate-related risks and opportunities, into each individual investment case. We do not make any investment decisions without having a clear view of a company’s sustainability profile.

03 Fundamental company analysis:

Our portfolio managers always analyse how companies address climate, environmental, human rights, and governance issues. We assess sustainability as an integral part of a company’s business model and its potential for future value creation.

Classification under SFDR

All funds in the EU must be classified according to the EU Sustainable Finance Disclosure Regulation (SFDR). All Delphi funds are classified as Article 8 funds, promoting environmental or social characteristics alongside financial objectives. This entails stricter requirements for transparency and documentation and reflects our commitment to supporting the green transition.

Sustainable Finance Disclosure Regulation (SFDR)

Historical returns are no guarantee for future returns. Future returns will depend, inter alia, on market developments, the fund manager’s skills, the fund’s risk profile and management fees. The return may become negative as a result of negative price developments. There is risk associated with investing in funds due to market movements, currency developments, interest rate levels, economic, sector and company-specific conditions. Returns may increase or decrease as a result of currency fluctuations. Prior to making a subscription, we encourage you to read the fund's prospectus and key investor information document which contain further details about the fund's characteristics and costs.