Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (160 kB)
Prospectus (1625 kB)
Periodic reports
Sustainability SFDR (1092 kB)
Annual review (PF) (3207 kB)
Semi-annual report (PF) (207 kB)
Marketing material
Brief fund information
Summary SFDR (168 kB)
Handelsbanken Global Tema (B1 SEK)
Legal name: Handelsbanken Global Tema (B1 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 equities issued by companies in the equity markets worldwide. As a result, the fund has a currency exposure to these markets. The thematic investment strategy provides for investments that occur in a limited area in which development is deemed to result in a structural change to the economy and society. This change provides favorable conditions for companies active within the area to create profitable growth over time.
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
Cecilia Auvray Experience in the fund industry 1991. 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. |
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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 |
|---|---|---|---|---|---|---|---|
| 699.64 SEK | -0.04% | 3.23% | 15.27% | -7.26% | -3.79% | 67.15% | 177.55% |
Portfolio 09.07.2025
Portfolio manager comments — Q2 2025
Fund performance was positive and rose by just over 8% in SEK.
The quarter began on a weak and volatile note in the equity markets following the US announcement of tariffs on imports from nearly all countries. However, a strong recovery followed, primarily driven by technology equities such as semiconductors, software and IT services. The industrial sector also contributed positively, particularly through companies involved in electrification and data center/AI infrastructure. The absence of recession signals in the US and growing optimism about European economies also supported the market.
The fund’s performance was supported by several companies with exposure to technology, electrification and AI infrastructure, including SK Hynix, TSMC, Quanta Services, Nextracker, Prysmian and Itron. Netflix, which was added last quarter, was also a strong positive contributor.
On the negative side, the healthcare sector lagged behind the broader market—AstraZeneca being one example.
Early in the quarter, the fund increased its semiconductor exposure by reintroducing SK Hynix and increasing its holdings in TSMC, Broadcom and Nvidia.
The fund made four new investments: Bharti Airtel (Indian telecom operator), Sanrio (Japanese creator of characters like Hello Kitty), Uber (IT platform for transport/taxi), and Royal Caribbean Cruises (US cruise operator).
Holdings in Unicharm, Hyatt, Keyence and Abbott were sold during the quarter.
The Swedish krona continued to strengthen against other currencies, which negatively affected absolute returns.
Portfolio distribution 30.06.2025
Geographic breakdown 30.06.2025
