Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (161 kB)
Prospectus (1614 kB)
Periodic reports
Sustainability SFDR (1088 kB)
Annual review (PF) (3193 kB)
Semi-annual report (PF) (195 kB)
Marketing material
Brief fund information
Summary SFDR (167 kB)
Handelsbanken Sverige (A9 SEK)
Legal name: Handelsbanken Sverige (A9 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.
|
|
||
|---|---|---|---|
|
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.
|
|
30.06.2025
|
||
|---|---|---|---|
|
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 |
|
|
||
|---|---|---|---|
|
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). |
|
30.04.2025
|
|||
|---|---|---|---|
|
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 |
|---|---|---|---|---|---|---|---|
| 147.72 SEK | 1.21% | 2.55% | 15.94% | 4.94% | 4.66% | 36.01% | - |
Portfolio 09.07.2025
Portfolio manager comments — Q2 2025
Fund performance was positive and rose by just over 3% in SEK during the second quarter, while the benchmark index* increased by 1.6%.
The equity market reacted positively as US tariffs appeared to be less extensive than previously feared. In addition, the Riksbank cut its policy rate toward the end of the period and signaled that further cuts may be possible later in the year, which boosted risk appetite.
Among the fund’s top contributors were Asker Healthcare, Asmodee, Biotage and Synsam. Asker, a distribution company, was listed in March and received a warm welcome from investors. Asmodee, a board game company, rose sharply after reporting strong organic growth for Q1. Biotage benefited from a takeover bid by private equity firm KKR, while Synsam performed strongly after CVC unexpectedly sold its remaining stake in the company.
Holdings that negatively impacted relative performance included AFRY, Swedbank, Sectra, and Vimian. AFRY delivered a weak Q1 report, while Vimian declined without any specific news. Swedbank and Sectra, which are part of the index but not held in the fund, performed strongly and thus negatively affected the fund’s relative performance.
The fund’s largest investments during the period included EQT, ABB, Balder, and Beijer Ref. The largest divestments were in Assa Abloy, Securitas, Biotage, Husqvarna, and Volvo.
The fund’s composition remained largely unchanged during the quarter and continues to be positioned for an improved economic outlook toward the end of the year, as well as revaluations of growth companies – particularly among small and mid-sized firms.
* SIX SRI Sweden Index GI
Portfolio distribution 30.06.2025
Geographic breakdown 30.06.2025
