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Information about the fund

  • The classic 60/40 portfolio remake - adapted to our era and it is Electrifying

  • Global equity replaced by 60% Green-Tech companies, which enable the transformation to a Green World

  • Bonds replaced by 40% Gold/PM to both protect and have strong return potentials

With a portfolio of companies that enable the creation of a green world, we go one step further than the traditional sustainability funds. Thus, investors are positioned correctly to be able to get a return on this mega-trend.

The Green-Tech strategy is diversified into four sub-strategies:

  1. Production of clean energy

  2. Reduced energy consumption, reduced emissions and recycling

  3. Energy storage

  4. Extraction of elements needed in green technology

We see gold/precious metals as a stronger portfolio protection than bonds during short-term systematic shocks and in a future with high monetary inflation.

How do I buy AuAg Precious Green?

Sweden:

Nordics:

Europe:

Allfunds Europe - MFEX Europe - Clearstream - Euroclear

 

Dive Deeper

Fund Sheet

Information about the holdings in the fund, history, metrics, risk class, etc.

Presentation

Review of the macro situation and the background to the fund.

Sustainability

Our funds promote environmental and social characteristics (Article 8).

More Information

More info about the fund, e.g. KIID, fund regulations, annual reports, etc.

 

The Holdings

We are not a black box. Transparency and freedom are important to us. To keep our investors updated about the market and the funds, we have created an overview of market data and the holdings in our funds. Presented below are precious metal prices, currencies, and the holdings in AuAg Precious Green.

Precious Metals Prices and Currencies

The Holdings in AuAg Precious Green

Disclaimer

  • The highlighted rows are updated daily after the stock exchange closes

  • The data is updated in real-time but can in some cases be delayed

  • Some data provided by EDI

  • Some real-time and delayed market data provided by Exegy

Clarifications

The fund is a mixed fund and invests a total of at least 90 per cent in its two asset classes, companies with a focus on green technology 60% (min. 50%) and exposure to precious metals with a focus on gold 40% (min. 30%).

The 20 holdings above (green technology) have a target weight of 3% each and a total of 60% when we buy/sell. The holdings are allowed to drift +/- 35% in real-time against their target weight.