Factsheet and Information Brochure
Factsheet
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Fund rules (191 kB)
Prospectus (1622 kB)
Periodic reports
Sustainability SFDR (1076 kB)
Annual review (PF) (3182 kB)
Semi-annual report (PF) (199 kB)
Marketing material
Sustainability profile
Brief fund information
Summary SFDR (168 kB)
Handelsbanken Amerika Tema (A9 EUR)
Legal name: Handelsbanken Amerika Tema (A9 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 primarily in equities issued by companies in the US as well as in Canada and Mexico. 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).
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).
Fund Spotlight
The fund rules will be changed on 10 October 2025.Read more
Fund manager
Rikard Forssmed Experience in the fund industry 2001. Portfolio Manager since 1 March 2025.
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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 |
|---|---|---|---|---|---|---|---|
| 218.78 EUR | 0.66% | 1.84% | 11.74% | -6.40% | 0.01% | 88.59% | - |
Portfolio 09.07.2025
Portfolio manager comments — Q2 2025
Fund performance was positive in the second quarter of the year, rising by nearly 7% in SEK. The quarter began on a weak and volatile note in the US equity market, following President Trump’s announcement of a series of tariffs on April 2. However, a recovery followed, primarily driven by large parts of the technology sector. Several companies with exposure to AI infrastructure delivered very strong performance.
The favorable market climate was further supported by continued low inflation and the absence of clear signs of recession in the US economy. The healthcare sector, however, underperformed due to heightened political and regulatory uncertainty.
The fund benefited from several companies with exposure to AI and data centers, such as Comfort Systems and Broadcom, as well as strong returns from Netflix and a number of software companies, including Microsoft and Intuit. On the other hand, the fund was negatively impacted by holdings in the healthcare sector, such as Thermo Fisher and UnitedHealth. The latter company was fully divested during the quarter. Relative performance was also negatively affected by the absence of certain tech companies that delivered exceptionally strong returns, such as Oracle and Advanced Micro Devices.
The fund continued to concentrate its holdings during the period, which led to the exit of several companies, including Simply Good Food, CBIZ, and Zoom Communications. Among new additions was Itron, a provider of hardware and software for electricity and water metering.
The fund continues to hold high-quality companies with exposure to structurally strong themes, such as re-shoring, electrification, and digitalization.
Portfolio distribution 30.06.2025
Geographic breakdown 30.06.2025
