Factsheet and Information Brochure
Factsheet
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Fund rules (165 kB)
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Periodic reports
Sustainability SFDR (1088 kB)
Annual review (PF) (3193 kB)
Semi-annual report (PF) (193 kB)
Marketing material
Brief fund information
Summary SFDR (167 kB)
Pre-contractual SFDR
Pre-contractual SFDR (1146 kB)
Handelsbanken Sverige (A10 SEK)
Legal name: Handelsbanken Sverige (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 issued by companies in Sweden. The fund also has the option of investing a maximum of 10% of the fund capital in companies headquartered in other European countries.
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
Mattias Nilsson Experience in the fund industry 1997. Portfolio Manager since 14 February 2022.
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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 16.10.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
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| 3,751.38 SEK | 0.27% | 3.48% | 1.43% | 5.05% | 0.98% | 19.42% | - |
Portfolio 09.10.2025
Portfolio manager comments — Q3 2025
The fund's positive relative performance during the year came to an abrupt end in July. The fund rose approximately 0.2% during the quarter, while its benchmark, the SIX Sweden SRI Gross Index, increased by about 3.40%.
One explanation for the weak performance is the share price decline in the animal health company Vimian, where an unexpected CEO change caused the stock to lose around one-third of its market capitalization. Despite the surprising announcement, we consider the market reaction exaggerated, especially considering that the company’s earnings forecasts have actually been revised upwards since the reporting date.
The fund’s performance has also been weighed down by the approximately 40% decline in software company Truecaller since summer. The company derives a significant portion of its revenues from India, making the recent strengthening of the Swedish krona negatively impact profits when reported in SEK. However, the underlying business continues to perform strongly. Other key negative contributors to relative performance largely consist of mid-sized growth companies, and we note with some surprise the rapid rise in the risk premium for this segment.
The largest positive contributor to the fund’s return during the quarter was clothing company H&M, which reported quarterly figures in September with operating profits exceeding market expectations by 34%. This reinforced the price appreciation that had begun over the summer.
During the quarter, the fund sold its entire holdings in healthcare companies Ambea and Attendo and significantly reduced exposure to more short-cyclical companies such as Sandvik, Trelleborg, and SKF. In return, the fund invested in Dometic and increased existing holdings in Alfa Laval, Atlas Copco, Epiroc, and Boliden. Overall, the portfolio composition has not changed significantly. The fund remains positioned for an economic recovery and a lower risk premium on mid-sized companies.
Portfolio distribution 30.09.2025
Geographic breakdown 30.09.2025
