Investment funds and investment products

The product group covers balance funds, equity funds and fixed-income funds.


  • Nordic fee

    Fees valid from  01-06-2020

    The criteria document for Investment funds and Investment products is a single document for the commodityproduct groups

    • Investment funds
    • Investment products

    A separate fee is paid for each product commodity group according to the list below

    Investment funds

    Type of fee

    Amount

    Appication fee

    For this specific product group, applications, extensions, changes and audits will be handled by Ecolabelling Sweden.

    Click here for more information

    Annual fee for the Nordics (funds)

    Total Expense Ratio  |  Annual fee - %
    ≥ 1.00%             0.0015% af AUM in the Nordics
    [0.8 %;1.0%[     0.0014% af AUM in the Nordics
    [0.6%;0.8%[      0.0013% af AUMin the Nordics
    <0.60%              0.0012% af AUMin the Nordics

    Nordic Swan Ecolabelled investment funds can be marketed worldwide, The annual fee is however only calculated based on the size of the Assets Under Management (AUM) among Nordic unit holders.

    Minimum fee for the Nordics 1.500€ + VAT per year per fund.
    Maximum fee for the Nordics
    100.000€ + VAT per year, minimum is 2.000€ + VAT per year per fund.


    Investeringsprodukter

    Type of fee

    Amount

    Application fee

    For this specific product group, applications, extensions, changes and audits will be handled by Ecolabelling Sweden.

    Click here for more information

     Annual fee (funds products)

     2.000 € + VAT per year + travel costs.

    Nordic Swan Ecolabelled investment products will primarily consist of Nordic Swan Ecolabelled investment funds, for which a separate fee is paid, which means that the annual fees for investment products are low.

    Published on  04-06-2020, valid from 01-06-2020.

    All information given on this site is subject to a disclaimer for errors and omissions.