SUSTAINABILITY

Responsible investment

Crescit applies a conscious investment strategy where we actively select and follow up investments based on both financial and sustainability criteria, rather than simply refraining from investing.

Sustainability work

Crescit integrates sustainability into its investment process through strict inclusion and exclusion criteria. The company refrains from investing in controversial industries and in countries on the UN sanctions list, and uses recognized indices to assess corruption and political and human rights in potential investment countries. Crescit has signed the UN Principles for Responsible Investment (UN PRI) and strives for transparency about sustainability work and the sustainability risks associated with the management and the funds. Sustainability work differs between Crescit's products - read the product-specific information for each fund.

Durability classification

Fund

Crescit Hedge

Crescit Protect

SFDR

6

8

Disclosure Regulation (SFDR)

Sustainability-related information

The EU has set requirements for sustainability information through Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector (the ”Disclosure Regulation” or ”SFDR”).

In short, the requirements mean that financial market players must provide clear information about how sustainability risks are integrated into their operations, whether they consider negative consequences for sustainability factors, and provide sustainability-related information for their financial products.

Crescit strives for increased transparency about the sustainability work and the sustainability risks associated with our management and our funds. As part of fulfilling the information requirements of the Disclosure Regulation, you will find relevant policies from Crescit's internal regulations on this page.

Sustainability

Integration of sustainability risks (Article 3)

Crescit integrates sustainability risks into investment decisions. A sustainability risk is an environmental, social or governance event or circumstance that, if it occurs, could have an actual or potential negative impact on the value of an investment. Crescit considers sustainability risks through its inclusion and exclusion criteria (corruption, political and human rights, and UN sanctions) and through its risk management. How sustainability risks are integrated is described in more detail in Crescit’s sustainability policy.

Sustainability-related information

Main negative impacts on sustainability factors (Article 4)

Crescit Asset Management AB (”Crescit”) does not formally consider the main negative impacts of investment decisions on sustainability factors at the company level according to the indicators specified in the SFDR Technical Standards (RTS). Crescit is not subject to the requirement to publish a PAI statement under Article 4.3 of the SFDR as the company has fewer than 500 employees, and therefore applies the possibility of a reasoned waiver under Article 4.1 b of the SFDR.

Reasons for the position
  • Size and proportionality. Crescit is a smaller manager with fewer than 500 employees. Establishing and continuously maintaining full reporting according to all RTS indicators would entail an administrative burden that is not proportionate to the size of the company.
  • The nature of the administration. Crescit's funds are managed primarily through equity index derivatives without direct exposure to individual companies. For most of the company-based indicators, formal measurement is therefore not meaningfully relevant.
How Crescit still manages negative consequences

Crescit's exclusion criteria aim to limit exposure to certain negative sustainability-related impacts at the country and company level, including corruption, political and human rights, and countries subject to UN sanctions. The criteria are described in Crescit's sustainability policy.

Product level

This position applies at the company level. Information on whether an individual fund considers the main negative impacts on sustainability factors is provided in the respective fund's pre-sale information and, where applicable, in the fund's periodic reporting.

Review

Crescit reviews this position at least once a year and intends to consider major adverse consequences to a greater extent when the conditions, in particular the availability of data for the company's management strategy, are deemed appropriate. The statement is published annually, no later than 30 June for the previous calendar year.

Last updated: 2026-06-15. Decided by the board of Crescit Asset Management AB.

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Compensation and sustainability risks (Article 5)

Crescit Asset Management's remuneration policy is consistent with the integration of sustainability risks into management. The variable remuneration is designed so that it does not encourage risk-taking that is inconsistent with the funds' sustainability risk profile or with the company's responsible investment principles. The remuneration policy is established by the board of directors and reviewed annually.

Product-specific information

Crescit Hedge (Article 6)

The fund considers sustainability risks in its management in accordance with Crescit's sustainability policy, but does not promote specific environmental or social characteristics in accordance with Article 8. Product-specific information can be found in the fund's pre-sale information.

Product-specific information

Crescit Protect (Article 8)

The fund promotes environmental and social characteristics through country exclusion (corruption, political and human rights, and UN sanctions). The fund does not have a sustainable investment objective and does not make sustainable investments. Full product-specific information can be found in the fund's pre-sale information and in the fund's periodic reporting.

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