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Ethical profile

Catella Fondförvaltning AB (the Company) is a fund company that offers a broad range of funds focusing on the Nordic region.

From a value creation perspective, it is important that ethics and sustainability issues are taken into account in the Company's fund management activities and by the companies in which the funds are invested. For this reason, the Company has taken an ethical standpoint through the signing of UNPRI (United Nations Principles for Responsible Investments), adopting an ethical policy and openly reporting the work within the field. This forms the basis of our ethical profile. As a result of our ethical standpoint, we always integrate environmental, social and governance aspects into our fund management activities. A commitment we know our clients appreciate too.

Policy scope

The policy covers the Company's equity funds, with the exception of the Catella Sverige Index and their Nordic shareholdings. Shareholdings held for less than 1 (one) month are also excluded.

Risk information

Investments in fund units are associated with risk. Past performance is no guarantee of future returns. The money invested in a fund can increase and decrease in value and it is not certain that you will get back the full amount invested. No consideration is given to inflation. The Catella Balanserad, Catella Credit Opportunity and Catella Hedgefond funds are special funds under the Swedish Alternative Investment Fund Managers Act (SFS 2013:561) (AIFM). Catella Sverige Aktiv Hållbarhet and Catella Småbolagsfond may use derivatives, and the value of the funds may vary significantly over time. The value of Catella Sverige Index may vary significantly over time. Catella Avkastningsfond may use derivatives and may have a larger proportion of the fund invested in bonds and other debt instruments issued by individual national and local authorities and within the EEA than other investment funds, in accordance with Chapter 5, Article 8 of the Swedish Investment Funds Act (SFS 2004:46). Catella Nordic Long Short Equity and Catella Nordic Corporate Bond Flex may use derivatives and may have a greater proportion of the funds invested in bonds and other debt instruments issued by individual national and local authorities and within the EEA than other investment funds. For more details, complete prospectuses, key investor information, and annual and half-yearly reports, please refer to our website at catella.se/fonder or phone +46 8 614 25 00.

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