Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (181 kB)
Prospectus (1628 kB)
Periodic reports
Sustainability SFDR (1094 kB)
Annual review (PF) (3204 kB)
Semi-annual report (PF) (200 kB)
Marketing material
Brief fund information
Summary SFDR (167 kB)
Handelsbanken Norden
Legal name: Handelsbanken Norden (A1 SEK)
Equity Fund Registered in Sweden (UCITS)
Bid
About risk
Historical yields are not a guarantee of future returns. A fund can both increase and decrease in value and it is not guaranteed that you will recover the entire invested amount. Note that a fund with risk level 5-7, as stated in the fund's fact sheet (KID), can vary greatly in value due to the fund's composition and management methodology. The prospectus, fund rules and KID are available under each fund. Summary of investors' rights.
The fund is actively managed and invests primarily in equities and equity-related instruments issued by companies headquartered in Sweden, Denmark, Finland, Norway and Iceland, or in companies traded on a regulated market in the Nordics and thereby has a currency exposure in these markets. The fund also has the option of investing a maximum of 10% of the fund capital in companies headquartered in other European countries.
For this fund, the fund company's Enhanced exclusion level applies. For information about sectors that the fund excludes, see the Detailed information tab.
The fund is reported as an Article 8 fund pursuant to EU regulation 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR).
For this fund, the fund company's Enhanced exclusion level applies. For information about sectors that the fund excludes, see the Detailed information tab.
The fund is reported as an Article 8 fund pursuant to EU regulation 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR).
Fund Spotlight
The fund rules will be changed on 10 October 2025.Read more
Fund manager
Per Andersson Experience in the fund industry 1997. Portfolio Manager since 1 January 2020.
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The risk indicator provides guidance on the risk level for this product relative to other financial products. It shows the likelihood that the product will decrease in value due to market performance. Risk level 1 represents a low risk and risk level 7 is a high risk.
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30.06.2025
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The rating shows which funds have historically posted the strongest performance in relation to risk. Ratings are denoted by a scale of one to five stars, with five as the highest rating. A fund must have a performance history of at least three years to receive a rating.
Read more about the fund's rating |
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This fund promotes environmental and social characteristics through its investments but does not have sustainable investments as its objective. As a result, the fund takes into consideration the environment and climate, as well as human rights, employees’ rights and corruption. The fund is reported as an Article 8 fund pursuant to EU regulation on sustainability-related disclosures in the financial services sector (SFDR). |
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30.04.2025
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The sustainability rating is developed by the fund information company Morningstar. The rating measures how well the fund's investee companies manage sustainability risks relative to other funds within the same global Morningstar category. If the fund has invested in government bonds issued by sovereign states, the respective country's sustainability risk is included in the calculation. The analyzed funds can receive a sustainability rating between 1 and 5 globes, with 5 as the highest rating. The fund complies with the UN Principles for Responsible Investments. |
Graph
Performance
| Rate 10.07.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
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| 1,938.67 SEK | 1.08% | 0.58% | 16.28% | 2.58% | -2.95% | 56.91% | 108.42% |
Portfolio 09.07.2025
Portfolio manager comments — Q2 2025
Fund performance was positive during the quarter, rising by just over 4% in SEK.
Nordic equity markets performed well overall, although the quarter began on a weak note. Early in the period, concerns about global protectionism—particularly from the US—dominated. However, signals of less extensive tariffs than feared, combined with expectations of interest rate cuts, gradually restored risk appetite.
Currency movements were mixed—both the Swedish and Norwegian krona weakened against the euro, but strengthened against the US dollar.
The top contributors to fund returns were Norbit, DSV, Asker Healthcare, ALK-Abello, Metso, Kone, Nordea, New Wave, Biotage, Asmodee, and Crayon.
The largest negative contributors were Novo Nordisk, Investor, AstraZeneca and Zealand Pharma.
New major holdings include the audio streaming company Spotify, board game manufacturer Asmodee, Danish pharmaceutical company Genmab, and real estate companies Wihlborgs and Balder.
We have seen significant market movements, and this is likely to continue, which is why the fund maintains a relatively broad sector exposure. External risks remain, and we have slightly reduced the fund’s exposure to the US, instead shifting focus toward Nordic and European exposure.
Portfolio distribution 30.06.2025
Geographic breakdown 30.06.2025
