Factsheet and Information Brochure
Factsheet
Target Market
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Fund rules (160 kB)
Prospectus (1617 kB)
Periodic reports
Sustainability SFDR (1074 kB)
Annual review (PF) (3181 kB)
Semi-annual report (PF) (196 kB)
Marketing material
Brief fund information
Summary SFDR (168 kB)
Handelsbanken Global Selektiv (B1 EUR)
Legal name: Handelsbanken Global Selektiv (B1 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 16-36 companies on the global stock markets. Our focus is on constructing a portfolio of high-quality companies with a variety of drivers and strong outlooks at a reasonable valuation.
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
Viking Kjellström Experience in the fund industry 1996. Portfolio Manager since 1 July 2019.
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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. |
Graph
Performance
| Rate 10.07.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 20.64 EUR | 0.98% | 0.83% | 10.08% | -4.11% | -3.11% | 44.28% | 77.09% |
Portfolio 09.07.2025
Portfolio manager comments — Q2 2025
Fund performance was positive during the second quarter, rising by just over 6% in SEK, which was slightly below the fund’s benchmark index*. The top contributor was the new holding in Comfort Systems, followed by the Austrian bank Bawag and the Chinese gaming company Netease.
The weakest performer was UnitedHealth Group, which fell sharply after withdrawing its guidance and announcing a CEO change.
The fund has maintained a low exposure to healthcare, as the sector has been negatively affected by the US administration’s efforts to reduce healthcare costs. Payment services company Fiserv also weighed on returns after lowering its growth expectations.
Insurance holdings experienced a pullback during the period due to expectations of increased cost pressure from tariffs. This effect is expected to be temporary, and the fund has retained its exposure.
The largest absolute contributors were Broadcom and TSMC, which continue to benefit from the ongoing AI boom. The fund increased its holdings in both companies while divesting its position in Apple. Apple faces several challenges that increase the risk of not maintaining its growth trajectory.
The fund is positioned with balanced sector, factor and regional risks, and the holdings are selected to avoid obvious exposure to geopolitical or cyclical effects. Our basic view is that geopolitics, inflation, interest rates and the economy will improve in the second half of the year, which could trigger a positive revision trend, lower risk premiums and lower inflation expectations. Such an environment should benefit equities in general and attractively valued quality equities in particular.
* Solactive ISS ESG Screened Global Markets Index
Portfolio distribution 30.06.2025
Geographic breakdown 30.06.2025
