Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (168 kB)
Prospectus (1395 kB)
Periodic reports
Sustainability SFDR (925 kB)
Annual review (PF) (2891 kB)
Semi-annual report (1799 kB)
Marketing material
Brief fund information
Summary SFDR (144 kB)
Handelsbanken Microcap Sverige
Legal name: Handelsbanken Microcap Sverige
Equity Fund Registered in Sweden (Non-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 in a portfolio of small Swedish companies. Small caps refer to companies with market values at the time of the investment that do not exceed the market value of the largest company in the fund’s benchmark index.
Requests for subscription and redemption of units shall normally occur no later than the 15th of each month to ensure that the order is executed on the last banking day in the current month.
Requests for subscription and redemption of units shall normally occur no later than the 15th of each month to ensure that the order is executed on the last banking day in the current month.
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 as of March 20, 2024.Read more
Fund manager
Christian Brunlid Experience in the fund industry 1997. Portfolio Manager since 30 November 2016.
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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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30.04.2024
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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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29.02.2024
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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 08.05.2024 | 1 week | 1 month | 3 months | 2024 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 202.41 SEK | 2.06% | 2.07% | 5.85% | 5.55% | -6.95% | 48.32% | - |