Mixed Funds with a Sustainability Profile
With our mixed funds, you simply choose a fund that reflects the risk level you are comfortable with (the allocation between equities and fixed income), and we take care of the rest. Furthermore, these funds apply strict sustainability criteria, integrating environmental, social, and corporate governance (ESG) factors directly into the management process.
Why Choose a Sustainable Mixed Fund?
Our mixed funds invest primarily in underlying funds from our sustainable selection.
Key benefits include:
- A team of experienced managers handles all daily investment decisions.
- Your chosen risk allocation between equities and fixed income is maintained automatically through continuous rebalancing, regardless of market fluctuations.
- The funds strictly follow Quartal’s Fossil Fuel Policy and our comprehensive Responsible Investment Policy.
- Extra consideration is given to ESG factors, ensuring your money works toward a sustainable future.
Our Four Sustainable Mixed Funds
You can choose between four different mixed funds, all with a strong sustainability focus but varying risk profiles. Generally, funds with a higher proportion of fixed income carry lower risk, while a higher proportion of equities offers the chance for greater returns.
Quartal Conservative Responsible
As the name suggests, this is our most conservative option. It is structured with approximately 70% fixed income investments and 30% equity investments.
- Management fee: 1.23%
Quartal Balanced Responsible
This fund provides a balanced approach to risk and return. It is allocated with roughly 50% equity investments and 50% fixed income investments.
- Management fee: 1.37%
Quartal Growth Responsible
Designed for those willing to take slightly more risk for the potential of higher returns. The fund maintains about 70% equity investments and 30% fixed income investments.
- Management fee: 1.38%
Quartal Return Responsible
Our highest risk option in the mixed category, suited for those focused aggressively on achieving strong returns. It holds approximately 90% equity investments and only 10% fixed income investments.
- Management fee: 1.43%
All funds are managed by Quartal Funds Ab.
Historical Returns Are No Guarantee
If you are unsure which fund is right for you, our digital savings robot Nora can help you find the perfect match.
Please remember that the historical returns of funds are not a guarantee of future performance. Investing in funds involves risk; your invested capital can both increase and decrease in value. Fact sheets, prospectuses, and annual reports are available under each fund in our fund selection.
