UB Nordic Forest Funds

UB Nordic Forest Funds are private equity funds investing in forest properties and targeted for professional investors. The funds practice sustainable forestry and aim for a stable cash flow and a steady value appreciation independent of the stock market.

 

UB Nordic Forest Fund I LP was founded in 2014 and the fund’s forest holdings located in Finland were sold to a new owner in June 2020. Also the 2015 founded UB Nordic Forest Fund II LP, which invested in Finnish forest properties as well, was sold to a new owner in March 2024. UB Nordic Forest Fund III LP was launched in December 2018 and the fund invests in forest properties in Finland and the Baltics. The fund was closed to new investments in 2021.

 

UB Nordic Forest Fund IV

 

Founded in 2023, UB Nordic Forest Fund IV LP continues United Bankers’ series of Nordic Forest Funds, and follows an investment strategy similar to those successfully implemented in other United Bankers' forest funds. However, compared with previous funds, UB Nordic Forest Fund IV aims to increase geographical diversification and invest more widely in forest properties in the Baltic Sea rim countries and certain other European countries. The fund can invest 20 per cent of its capital outside Europe. UB Nordic Forest Fund IV differs from other Nordic Forest Funds in the sense that it is an evergreen fund.

 

The objective is to achieve stable returns responsibly

 

The practice of sustainable forestry is at the heart of UB Nordic Forest Fund's operations. The funds aim for a stable return through harvesting income and the value appreciation of tree stands. A precisely targeted acquisition and harvesting strategy optimizes the return on invested capital. The investment strategy is to emphasize forest properties with attractive value growth potential, where return is accumulated from volume growth of trees and added value from roundwood assortment shifts. The objective is to distribute annually the previous year's profit to the unit holders.

 

The UB Nordic Forest Funds are sustainable funds in accordance with Article 9 of the SFDR and are committed to making sustainable investments aligned with the EU taxonomy. The forests owned by the funds are all certified (PEFC™ and/or FSC® (FSC Finland C109750). Through certification, we can demonstrate that the management of our forests is economically, socially and ecologically sustainable.

 

Further information:

 

Sustainability-related disclosures

 

UB Nordic Forest Fund II »

 

UB Nordic Forest Fund III »

 

UB Nordic Forest Fund IV »

 

Investing in funds is always associated with an economic risk. The value of the fund investment can go down as well as up and you may not get back the amount originally invested and past performance is no guarantee of future results. The Fund is marketed only in such jurisdictions where the notification has been made.