Both investment methods promote environmental and/or social characteristics and ensure good governance practices. This means that they comply with the disclosure requirements under Article 8 of the EU Sustainable Finance Disclosure Regulation.
In the terms and conditions, you can for example read more about the overall sustainability focus of the investment methods, how they promote environmental and/or social characteristics, and how sustainability risks are taken into consideration alongside other relevant risks in the selection of the underlying investments. Please find the document here (in Danish only).
In the document ‘Tillæg om bæredygtighedsforhold i Danica Balance’, which is a supplement to the investment products’ terms and conditions, you can find more details about the specific sustainability focus and metrics of the investment methods. Among other things, this document details the proportion of sustainable investments, the criteria for exclusion of companies and how the investment methods focus on selecting investments with sound sustainability practices. Please find the document here (in Danish only).
In the document Website Disclosure – Danica Balance, you can find further information about how the methods promote environmental and/or social characteristics and how this is continuously monitored and analysed. Please find the document here (in Danish only).