Sustainability Related Disclosures

Monterro Fund Management AB (“Monterro”) makes the following disclosures in accordance with the Sustainable Finance Disclosure Obligation (2019/2088) (“SFDR”).

Integration of sustainability risk

Monterro considers integrating ESG risk in the investment process important for the long-term success of Monterro’s portfolio companies. Monterro employs various measures to incorporate sustainability risks into its investment processes, starting from the identification of potential portfolio companies through to the exit process.

Remuneration policies

Sustainability risks are integrated in the performance review carried out when determining remuneration level to Monterro Group’s employees.

Principal Adverse Impact

Monterro does not currently consider adverse impacts of its investment decisions on sustainability factors at entity level within the meaning of SFDR Article 4.

We focus on applying our sustainability approach at fund level, reflecting each fund’s investment strategy and binding commitments, including how relevant sustainability matters such as principal adverse impacts are addressed. Please refer to the relevant product-specific SFDR disclosures, which are made available to investors in relevant funds.

In addition, Monterro Group reports certain selected sustainability metrics and progress on an aggregated level in its annual sustainability report. This reporting is separated from and not intended to constitute a PAI statement under SFDR Art 4 or the related regulatory technical standards.

We review our approach regularly as regulations, methodologies and market practice continue to develop.

Learn more about our Product Specific Disclosure here