Fund-specific criteria - Didner & Gerge Aktiefond
In addition to the criteria under Criteria that are applied to all Didner & Gerge funds, the following funds also apply specific criteria, as below.
Alcohol
Involvement in this sector refers either to production (manufacture) or distribution (sales) of alcoholic beverages. Distribution refers to companies that derive more than five percent of their turnover from sales of alcoholic beverages. This excludes, for example, certain hotel and restaurant chains for which more than five percent of turnover is derived from sales of alcohol. We do not invest in companies where more than five percent of turnover is derived from the production or distribution of alcohol. Does not refer to related products and services, such as packaging and glass bottles.
Production: 5%
Distribution: 5%
Weapons and/or munitions
Includes the manufacture of weapons for military purposes and manufacture of critical components for weapons or munitions for military purposes. Does not refer to related products and services that are not critical weapon components, such as materials that can also be used in other areas, such as goods vehicles or helmets. We do not invest in companies where more than five percent of turnover is derived from the production (manufacture) or distribution (sales) of weapons including combat arms or other munitions.
Production: 5%
Distribution: 5%
Fund specific criteria
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Didner & Gerge Småbolag
In addition to the criteria under Criteria that are applied to all Didner & Gerge funds, Didner & Gerge Småbolag also apply these specific criteria.
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Didner & Gerge Global
In addition to the criteria under Criteria that are applied to all Didner & Gerge funds, Didner & Gerge Global also apply these specific criteria.
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Didner & Gerge US Small and Microcap
In addition to the criteria under Criteria that are applied to all Didner & Gerge funds, Didner & Gerge US Small and Microcap also apply these specific criteria.
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Didner & Gerge Resilient World Small Cap
In addition to the criteria under Criteria that are applied to all Didner & Gerge funds, Didner & Gerge Resilient World Small Cap also apply these specific criteria.
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