Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (184 kB)
Prospectus (1398 kB)
Periodic reports
Sustainability SFDR (930 kB)
Annual review (PF) (2871 kB)
Semi-annual report (1799 kB)
Marketing material
Brief fund information
Summary SFDR (144 kB)
Handelsbanken Svenska Småbolag (A10 SEK)
Legal name: Handelsbanken Svenska Småbolag (A10 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 and equity-related instruments issued by small and midsized companies headquartered in Sweden or that are traded on a regulated market in Sweden. Investments are made in 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. The fund may also invest in larger companies and in unlisted companies if we deem this to be beneficial to unit holders.
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).
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 2 May 2007.
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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 |
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| 2,532.74 SEK | 1.48% | 2.37% | 9.38% | 6.11% | 6.05% | 40.64% | - |
Portfolio 26.04.2024
Fund performance was positive during Q1 2024 and the fund rose almost 5% in SEK. After the strong close to the stock market in 2023, Swedish small cap equities began the year more tentatively, driven primarily by the upward trend in long-term rates after the sharp downturn in the autumn. The stock market gained new momentum in time for the release of the quarterly reports at the end of January and rose essentially throughout the remainder of the period, even though profits were more or less in line with expectations. The major drivers are the expectation of rate cuts due to declining inflation, together with continued strength in economic growth in the US.
Yubico, Tobii Dynavox and Addnode were the primary positive contributors to relative returns during the quarter, while Sinch, Bioarctic and Bico had the most negative impact.
The valuation multipliers in Swedish equities are currently at levels that can be considered to be normal and the boost in prices going forward should come from higher profits. We therefore expect the market to move sideways before investors begin to look toward 2025 and encumber higher profits next year. But there are companies even in this scenario that provide the potential for strong performance in the near term.