Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (179 kB)
Prospectus (1424 kB)
Periodic reports
Sustainability SFDR (1018 kB)
Annual review (PF) (3126 kB)
Semi-annual report (PF) (202 kB)
Marketing material
Sustainability profile
Brief fund information
Summary SFDR (170 kB)
Handelsbanken Hållbar Energi (A1 EUR)
Legal name: Handelsbanken Hållbar Energi (A1 EUR)
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 with a focus on sustainability. The fund globally invests in companies that develop or use technologies and methods to limit global warming by directly or indirectly limiting carbon dioxide and other greenhouse gas emissions, including companies that can positively contribute to more efficient energy use. Growth in the area has been very strong and continued challenges in the climate area are pointing to similar prospects going forward. For further information, please refer to the fund's prospectus.
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 9 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 9 fund pursuant to EU regulation 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR).
Fund Spotlight
Benchmark 1 January – 30 June 2024: Solactive ISS ESG Screened Global Markets Index NTRBenchmark from 1 July 2024: S&P Global Clean Energy Net TR
The fund rules will be changed on 10 October 2025.
Read more
Fund manager
Patric Lindqvist Experience in the fund industry 1990. Portfolio Manager since 1 October 2015.
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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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The fund has sustainable investments as its objective. Accordingly, the fund invests in companies with products and services that are considered as contributing positively to the direct fulfillment of one or several of the targets in Agenda 2030. Refer to the fund's prospectus for additional information. The fund is reported as an Article 9 fund pursuant to EU regulation on sustainability-related disclosures in the financial services sector (SFDR). Read more |
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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. |
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The EU’s SFDR regulation (regulation 2019/2088 on sustainability-related disclosures in the financial services sector) was implemented in 2021 and provides for a standardization in the sustainability reporting for mutual funds. This has reduced the need for other sustainability labels. Accordingly, Handelsbanken Fonder has chosen to remove the fund’s Nordic Swan ecolabel license from December 17.
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Graph
Performance
| Rate 10.07.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 24.97 EUR | -0.83% | 2.76% | 20.16% | -0.28% | -9.17% | 13.24% | 68.15% |
Portfolio 09.07.2025
Portfolio manager comments — Q2 2025
Fund performance was positive during the second quarter of the year, rising by nearly 9% in SEK.
The period was marked by high volatility, primarily driven by political developments. Despite this, the fund increased in value after a weaker start to the quarter. The increase was in line with the benchmark index*.
Discussions around unilateral US tariffs and major shifts in climate policy outcomes as part of the ongoing US budget negotiations caused dramatic swings in sector equities.
The fund managed the quarter’s volatility well. The US was the second-largest positive contributor after Europe, and outperformed the sector overall. China also contributed positively, while the strong market performance in Brazil created some headwinds relative to the benchmark.
At the sector level, wind power, energy efficiency, and solar energy were the strongest contributors. In contrast, energy storage and building-related energy efficiency performed weaker.
Among individual holdings, First Solar (solar panels) was the top contributor, followed by Nordex (wind turbines) and Nextracker (solar energy solutions). The French company Waga Energy, which produces biomethane from landfill gas, also performed strongly following a takeover bid from EQT.
On the negative side was Enphase, where the fund’s exposure was limited due to risk management considerations. Despite this, the position contributed positively to relative performance.
Other holdings that weighed on returns included HASI (energy efficiency financing), BYD—after a strong performance in Q1—and Bakkafrost.
At the time of writing, the US federal budget has yet to be finalized. However, the proposal passed in the Senate is promising, and a final decision would reduce uncertainty and enable future investment decisions.
The US is facing a dramatic power shortage in the coming years. Renewable energy is the fastest and most cost-effective solution—even in a scenario without subsidies. We view electrification as a very strong structural driver, with renewable energy, energy storage, biofuels and geothermal energy forming key parts of the solution, even in an environment where the current US administration is more focused on traditional energy sources.
* S&P Global Clean Energy Net TR
Portfolio distribution 30.06.2025
Geographic breakdown 30.06.2025
