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Aktie-Ansvar AB

Aktie-Ansvar is a traditional fund company with a value base based on active management and responsible investments. Aktie-Ansvar joined the Net Zero Asset Managers Initiative in July 2021 and made its Initial Target Disclosure in November 2022.

Initial Target Disclosure: November 2022

Percentage of assets covered by the Net Zero Asset Managers Commitment Statement

48% of total AUM (USD $0.204 billion)

Information on interim target(s) covering the proportion of assets to be managed in line with net zero

Baseline(s):

2019

Portfolio coverage baseline

21.7% of AUM in material sectors is considered net zero, aligned, or aligning.

2019

Portfolio decarbonisation reference baseline

31 December 2019 Our weighted average carbon intensity for the funds committed was 3,81 t CO2e/MSEK invested. For each fund our baseline performance is defined as follows: Aktie-Ansvar Europa 4,76 t CO2/MSEK Aktie-Ansvar Sverige 3,79 tCO2/MSEK Our weighted average carbon intensity can be recalculated when we commit more AUM to be managed in line with Net Zero.

2019

Engagement threshold baseline

11% of financed emissions in material sectors are net zero or aligned. 31 December 2019 Our weighted average carbon intensity for the funds committed was 3,81 t CO2e/MSEK invested. For each fund our baseline year is defined as follows : Aktie-Ansvar Europa 4,76 t CO2/MSEK Aktie-Ansvar Sverige 3,79 t CO2/MSEK Our weighted average carbon intensity can be recalculated when we commit more AUM to be managed in line with Net Zero.

Target(s):

2040

Portfolio coverage target

We aim to materially increase committed AUM in material sectors is considered net zero, aligned, or aligning by 2025 with the goal to increase to 100% of assets to be net zero or aligned to net zero, by 2040.

2030

Portfolio decarbonisation reference target

We aim to reduce each funds carbon intensity by 50%. For the committed funds our goals by 2030 are: Aktie-Ansvar Europa 2,38 t CO2/MSEK Aktie-Ansvar Sverige 1,90 t CO2/MSEK

2030

Engagement threshold target

90% of financed emissions in material sectors will be net zero or aligned actions by 2030.

90% of financed emissions in material sectors are subject to direct or collective engagement and stewardship actions by 2030.

GHG scopes included:

Scope 1+2, with the ambition to cover Scope 3 as data availability improves.

Methodology:

Net Zero Investment Framework

Scenario(s):

The IPCC SR15, pathways that limit warming to 1.5°C with no or limited overshoot.

Additional information

Proportion of AUM committed:

The ambition is to increase the proportion over time as data availability increases.

Policy on coal and other fossil fuel investments:

Yes. Aktie-Ansvar already have a sustainable investment policy on coal and fossil fuel investments. Coal and fossil fuel investments are excluded from our funds. This policy applies to 100% of AUM. For further information please see our Policy for Responsible Investments and Shareholder Engagement

Further information:

For further information please see our Policy for Responsible Investments and Shareholder Engagement