Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (171 kB)
Prospectus (1625 kB)
Periodic reports
Sustainability SFDR (1075 kB)
Annual review (PF) (3185 kB)
Semi-annual report (PF) (199 kB)
Marketing material
Brief fund information
Summary SFDR (168 kB)
Handelsbanken Norden Selektiv (A9 SEK)
Legal name: Handelsbanken Norden Selektiv (A9 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 in 16 to 35 equities issued by companies in Denmark, Finland, Norway and Sweden and thereby has a currency exposure in these markets. The fund's strategy is to create good returns over time through long-term investments.
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
Yvonne Sörberg Experience in the fund industry 1994. Portfolio Manager since 20 May 2019.
|
|
||
|---|---|---|---|
|
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.
|
|
30.06.2025
|
||
|---|---|---|---|
|
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 |
|
|
||
|---|---|---|---|
|
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). |
|
30.04.2025
|
|||
|---|---|---|---|
|
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 |
|---|---|---|---|---|---|---|---|
| 160.47 SEK | 0.78% | 0.16% | 12.56% | 1.52% | -0.29% | 78.34% | 185.70% |
Portfolio 09.07.2025
Portfolio manager comments — Q2 2025
Fund performance was positive during the second quarter, rising by just over 2% in SEK. This was slightly weaker than the benchmark index*, primarily due to weak performance from some of the fund’s healthcare holdings.
The top contributors to returns were Autoliv, Kesko, Embla and Novonesis. Autoliv held a capital markets day where it outlined growth prospects in new safety solutions and with Chinese brands, as well as ongoing efficiency improvements.
The largest negative contributors were Coloplast, AstraZeneca and Essity. Concerns about US regulations aimed at lowering drug costs weighed on AstraZeneca and Coloplast, as well as Novo Nordisk. In addition, both Coloplast and Novo Nordisk reported sales growth below market expectations, which in both cases led to CEO changes. The holding in Hexagon also weighed on returns after a weak Q1 report.
The fund added a new holding in Fortum, a Nordic provider of sustainable energy to both households and businesses. The company is dependent on energy price levels but has demonstrated strong ability to optimize pricing and invest in additional services and increased power production in a disciplined and profitable way. Fortum adds a diversifying exposure to the fund with attractive dividend yield. The fund instead divested its holdings in ABB and Kone, which have delivered strong returns in recent years and are now considered less attractively valued.
The fund focuses on maintaining a concentrated portfolio of quality companies with diverse drivers that can deliver strong and competitive returns over time. We continue to focus on companies with sustainable business models and competitive offerings that support resilient and profitable growth.
* SIX SRI Nordic 200 Net Index
Portfolio distribution 30.06.2025
Geographic breakdown 30.06.2025
