CriteriaFunds and other investement products

Investment funds and investment products

Criteria

Prices

The product group includes equity fund, bond funds, mixed funds and investments products. Nordic Swan Ecolabel funds must fulfil requirements within four different sustainability strategies.

Exclude the worst companies and industries within coal, oil, gas, nuclear, tobacco, weapons, and non-compliance with international norms.
Include more sustainable companies, by rewarding companies with strong sustainability work seen from a ESG and EU Taxonomy perspective. The criteria also have a special focus on sectors with high GHG emissions and / or high risk of biodiversity impact.
Exercise active ownership, by engaging with companies where there is uncertainty as to whether they live up to international norms if the company is not sold.
Publish all holdings in the portfolio and publish an annual sustainability report.

In addition, the fund shall collect points by showing a strong green inclusion or a strong active ownership.

Criteria document for product group 101 version 2.4 (English)
Valid until 31-01-2026, Publish date 12-04-2024

Application Guide - New licence or changes (English)
Application Guide - New licence or changes (Danish)
Application Guide - Renewal of licence (Danish)

Calculation sheet for product group 101 (English)

Compilation of hearing statements, gen. 2 (English)
Background document for product group 101 (English)

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

Investment funds
Investment products

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

Note! Applications, extensions, changes and audits for this product group will take place via Ecolabelling Sweden. For more information please see https://www.svanen.se/en/how-to-apply/criteria-application/investment-funds-101/

Nordic fee

Valid from 01-01-2024

Publish date: 25-09-2023

Investment funds:
Annual licence fee based on AUM (Assets under Management) in the Nordic region.*
Total Expense Ratio ≥ 1,00 %	0,0015 % of AUM in the Nordics
Total Expense Ratio [0,8 %;1,0 %[	0,0014 % of AUM in the Nordics
Total Expense Ratio [0,6 %;0,8 %[	0,0013 % of AUM in the Nordics
Total Expense Ratio <0,60 %	0,0012 % of AUM in the Nordics
Minimum fee for the Nordic region - per fund	1.625 €

All fees are exclusive of VAT. All information related to fees is subject to a disclaimer for errors and omissions.

The recipient is liable for the VAT according to article 56 of the Council Directive 2006/112/EC

* 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.

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

Investment funds
Investment products

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

Nordic fee

Valid from 01-01-2025 til 31-12-2025

Publish date: 17-09-2024

Investment funds:
Annual licence fee based on AUM (Assets under Management) in the Nordic region.*
Total Expense Ratio ≥ 1,00 %	0,0015 % of AUM in the Nordics
Total Expense Ratio [0,8 %;1,0 %[	0,0014 % of AUM in the Nordics
Total Expense Ratio [0,6 %;0,8 %[	0,0013 % of AUM in the Nordics
Total Expense Ratio <0,60 %	0,0012 % of AUM in the Nordics
Minimum fee for the Nordic region - per fund	1.673 €

* 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.

How to apply for a certification

This product group is digitized.

You will find application guides and tools to help you with your application under the CRITERIA tab on this page. Application must be submitted via the Nordic Ecolabelling Portal, where you also upload your documentation.

If you are not registered as a user, you can request login credentials.

You can read more about the application process here:

Guide to the certification process
New application, extension or renewal?
Nordic Ecolabelling Portal
FAQ regarding the application process

Portal sign in Get login credentials

Find more information

See the selection of investement funds certified with the Nordic Swan Ecolabel

Do you consider a certification?

Henrik Hougaard

Customer Relations Manager

+45 72 41 48 06

hho@ecolabel.dk

Do you have questions to the criteria?

Thomas Christensen

Nordic Product Manager

+45 72 41 48 14

tc@ecolabel.dk