Introducing Quartal’s Stars Funds
The Stars Funds family consists of actively managed funds that focus exclusively on companies demonstrating strong sustainability practices. By identifying companies that manage environmental, social, and corporate governance (ESG) risks effectively, we aim to invest in the stars of the future.
Saving in funds involves risk.
The Four Pillars of the Stars Funds
While Quartal integrates ESG analysis across all its funds, the Stars Funds apply a stricter methodology:
1. Active Selection for the Long Term
Every potential holding undergoes comprehensive ESG analysis alongside traditional financial evaluation. We assess that companies transparently managing their sustainability impact face lower risks and are better positioned for long-term growth.
2. Strict Fossil Fuel Restrictions
The Stars Funds strictly follow Quartal’s fossil fuel policy. They exclude fossil fuel companies that lack credible transition plans aligned with the Paris Agreement. Companies deriving more than 5% of their revenue from oil, gas, or coal extraction, or power companies failing to phase out coal, are excluded.
3. Proprietary ESG Ranking System
After an in-depth analysis, companies receive an internal ESG ranking (A, B, or C). This ranking is combined with financial metrics to determine final portfolio inclusion.
- A Ranking: Mature companies with stable management and proven ESG frameworks.
- B Ranking: Companies developing their ESG structures and actively managing major challenges.
- C Ranking: Companies lagging in ESG development. Top management lacks engagement in these issues.
4. Continuous Evaluation and Active Ownership
We maintain ongoing dialogue with portfolio companies to ensure they continue to meet our strict criteria. This active ownership approach helps drive positive change from within the companies.
The Stars Fund Family
Quartal Emerging Sustainable Stars
An equity fund investing exclusively in emerging markets, such as India, China, and South Africa. A highly concentrated portfolio typically holding 40 to 60 companies.
Quartal Global Sustainable Stars
A global equity fund investing in responsible companies expected to generate strong returns over time. The fund holds between 50 and 70 companies worldwide.
Quartal Innovation Sustainable Stars
An equity fund focusing on innovative companies primarily in Sweden, the Nordics, and globally. Key investment themes include Healthcare, Technology, Consumer trends, and Sustainability.
Quartal North American Sustainable Stars
An equity fund targeting the highly competitive North American markets. The managers leverage deep sustainability analysis to identify the most promising companies in the region.
Quartal Swedish Stars
An equity fund investing in the Swedish market, which is heavily weighted toward engineering and retail with strong export profiles. It avoids companies deriving more than 5% of revenue from weapons, tobacco, alcohol, gambling, or pornography.
Quartal Swedish Bond Stars
A fixed income fund investing in Swedish interest-bearing securities issued by the state, housing institutions, and high-credit companies. It strictly avoids investments linked to coal mining and fossil fuels.
Important Information
Past performance is not a guarantee of future returns. The value of your investment can both increase and decrease, and you may not recover the full amount invested. Fact sheets and prospectuses are available in our fund selection.
