Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (188 kB)
Prospectus (1399 kB)
Periodic reports
Sustainability SFDR (927 kB)
Annual review (PF) (2874 kB)
Semi-annual report (1799 kB)
Marketing material
Brief fund information
Summary SFDR (144 kB)
Handelsbanken Tillväxtmarknad Tema (A10 EUR)
Legal name: Handelsbanken Tillväxtmarknad Tema (A10 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 and invests in equities issued by companies in Asia, Latin America, Africa and Eastern Europe, including the Balkans and the Baltics. 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.
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 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.
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 manager
Lisa Synning Experience in the fund industry 2000. Portfolio Manager since 15 March 2016.
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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. |
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The Nordic Swan Ecolabel is the official sustainability ecolabel for the Nordic countries, with the purpose of providing guidance to fund savers about good environmental choices. The Nordic Swan Ecolabel requires a fund to meet 23 mandatory standards governing inclusion, exclusion, engagement and transparency. Read more in the fund's Nordic Swan Ecolabel report and at www.svanen.se/spararen.
Ongoing dialogues: Rede D'Or SAO (employee rights, Brasil) More information about the fund's sustainability work is available in the Sustainability Report Nordic Swan Ecolabel. |
Graph
Performance
| Rate 08.05.2024 | 1 week | 1 month | 3 months | 2024 | 1 year | 5 years | 10 years |
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| 39.08 EUR | 1.85% | 2.49% | 6.17% | 5.59% | 12.01% | 18.39% | - |
Portfolio 26.04.2024
Fund performance was positive during the quarter and the fund rose 6.5% in SEK. The Asian markets posted positive trends overall. Several of the Asian central banks continued to take measures to support the economy by retaining low interest rates and implementing quantitative easing. These measures helped to maintain a positive investment climate.
Technology equities continued to be the strongest drivers behind growth and the Taiwanese semiconductor companies TSMC and Mediatek were the strongest contributors to fund performance. Tencent, the Chinese internet company, also contributed positively after a recovery from the proposed video gaming regulations in December and also presented a strong report during the quarter. Indian Indus Towers also contributed to fund returns.
The most negative impact on performance was Indian HDFC Bank, which previously had strong growth and profitability but is currently experiencing setbacks in yield rates and loan growth after the ongoing integration with HDFC. The Chinese insurance company AIA and the Brazilian stock exchange operator B3 were also negative contributors. New holdings added to the fund included Samsung Electronics and HDFC Life.