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Factsheet
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Fund rules (163 kB)
Prospectus (1613 kB)
Periodic reports
Sustainability SFDR (1048 kB)
Annual review (PF) (3146 kB)
Semi-annual report (PF) (190 kB)
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Brief fund information
Summary SFDR (250 kB)
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Pre-contractual SFDR (1152 kB)
Handelsbanken Fokus 100 (A1 SEK)
Legal name: Handelsbanken Fokus 100 (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 an actively-managed fund that primarily invests in equities issued by companies globally and in the Nordics. A minimum of 90% of the funds value shall be invested in equities. Refer to Portfolio distribution at below for the current distribution.
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
As of June 11, 2025, the fund rules will be updated and the fund name changes to Handelsbanken Fokus 100 (previously Handelsbanken Multi Asset 120).Read more
Fund manager
Lisa Synning Experience in the fund industry 2000. Portfolio Manager since 11 June 2025.
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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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30.09.2025
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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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31.07.2025
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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 14.10.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 239.47 SEK | -0.07% | 4.23% | 6.32% | 1.04% | 0.25% | 65.24% | - |
Portfolio 09.10.2025
Portfolio manager comments — September 2025
The fund showed positive development during September. Global stock markets were influenced by a combination of factors, with AI and the technology sector in focus. Stock markets were primarily driven by high expectations for continued investments in AI and technological innovation, leading to stock price rises in the U.S. that spilled over globally. Announcements from Oracle and OpenAI further strengthened momentum with a historic $300 billion contract. This contract entails OpenAI using Oracle's cloud infrastructure to operate and scale its AI models.
Alibaba made the largest positive contribution to the fund’s returns. The company has established itself as the leader in Chinese AI development and continues to invest in generative AI and cloud services to strengthen its position in the Asian and global AI markets. Investments in ASML, SK Hynix, TSMC, Schneider Electric, and ABB—companies operating in AI, energy efficiency, and data centers—also contributed positively to the fund’s performance last month.
Despite the U.S. Federal Reserve preparing for rate cuts and somewhat improved macroeconomic sentiment, the U.S. housing market remains weak. Higher uncertainty regarding future economic growth has kept many potential buyers cautious, resulting in low sales volumes and modest price increases. The weakest contributor to the fund’s returns was Core&Main, which is exposed to new residential construction. The company lowered its future forecasts, which shocked the market and significantly impacted its stock price.
Portfolio distribution 30.09.2025
Geographic breakdown 30.09.2025
