FOS Focus Green Bonds

The sustainable bond fund FOS Focus Green Bonds gives conservative investors whose investemnt objective is to generate (invest) income access to the dynamically growing market for green bonds.

Investment strategy

The investment strategy comprises investments in bonds with a focus on green bonds in accordance with the recognized Green Bonds Principles (ICMA Green Bond Principles) as well as liquidity. At least 80% of the fund volume must always be held in green bonds.

As the fund's investment advisor, we aim to outperform the benchmark (50% corporate bonds, 25% government bonds and 25% covered bonds) by actively managing yield curve positioning and credit risk.

The fund focuses on investing in bonds whose issuance proceeds, according to issuer disclosures, are used for projects such as renewable energy or the circular economy.

*Disclaimer Sustainability, August 2026

ESG is an acronym that stands for Environmental, Social and Governance.
There is currently a lack of uniform criteria and a common market standard for the assessment and classification of financial services and financial products as sustainable/social or considering ESG criteria. This can lead to different providers assessing financial services and financial products differently in terms of ESG considerations.
In addition, there are various existing and new regulations on ESG and Sustainable Finance, which need to be substantiated, and further draft regulations and amendments to regulations are currently being developed, which may lead to financial services and financial products currently labelled or described as considering ESG criteria not meeting future legal requirements for qualification in this context.
We utilize data as well as ESG assessment methodologies that are supplied by independent third-party provider(s). These third-party assessment methodologies and corresponding ratings are therefore subject to change, which may result in turnover in investments within a portfolio to remain in line with an agreed ESG baseline.
ESG ratings are regulated in the EU by EU Regulation (EU) 2024/3005 on the transparency and integrity of Environmental, Social and Governance (ESG) rating activities. Nevertheless, it is important to note that there is a selection of ESG data providers in the market, and methodologies between these can vary leading to different ratings for the same instruments.
ESG principles may result in a less diversified, more concentrated portfolio. ESG investing may result in the exclusion of specific industries.

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Thank you for your interest.