Save for Children’s Learning with the Non-Profit Equity Fund
Quartal Non-Profit Equity Fund is an actively managed Swedish equity fund with a charitable component. Each year, 0.75% of the fund’s total assets is donated to the Prince Carl Philip and Princess Sofia Foundation (Prinsparets Stiftelse). When you invest in this fund, your savings participate in the market while also supporting initiatives for children’s learning and online safety.
Saving in funds involves risk.
About Prinsparets Stiftelse
The foundation’s work centers on two issues: supporting children with reading and writing difficulties, and promoting a safe digital environment for children and young people.
Notable initiatives include:
- Dexi Ville: A Minecraft Education reading game designed for children aged 8 to 10, with a particular focus on those with dyslexia. Developed in collaboration with Minecraft Education and Shapescape, made possible through support from Microsoft and Quartal.
- Lajka: Sweden’s largest school platform focused on health and online safety. Free to use, it provides lesson materials for teachers from preschool to secondary school, and a resource portal for parents.
Fund Facts
| Specification | Detail |
|---|---|
| Fund type | Actively managed equity fund |
| Primary market | Swedish equities |
| Secondary market | Up to 25% Nordic equities |
| Annual donation | 0.75% of fund assets to Prinsparets Stiftelse |
| ESG classification | Article 8 (SFDR) |
| Fund company | Quartal Funds Ab |
Investment Strategy
The fund’s investment process applies an extended sustainability focus. Each holding must meet a minimum approved ESG rating. The fund follows:
- Quartal’s Responsible Investment Policy
- Quartal’s Fossil Fuel Policy
- Tobacco exclusion
Important Notice
Past performance of a fund does not guarantee future returns. The value of fund units can both increase and decrease. It is not certain that you will recover the full amount invested.
Fact sheets, information brochures, prospectuses, and annual and semi-annual reports are available in the fund selection on Quartal.se.
This material is intended as general product information and does not constitute investment advice or investment recommendations.
