Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (161 kB)
Prospectus (1539 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 (B1 SEK)
Legal name: Handelsbanken Sverige (B1 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 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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31.03.2025
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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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31.01.2025
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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 23.04.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 114.80 SEK | 3.32% | -6.22% | -10.43% | -3.85% | -0.60% | - | - |
Portfolio 16.04.2025
Portfolio manager comments — Q1 2025
Fund performance was negative during Q1 2025. The year began strongly with a clear upturn in the stock market during January that continued until the end of February. The upturn was driven by strong reports in Q4 2024, expectations of peace in Ukraine, and signals for upcoming stimulus measures in Europe. We also saw an increased flow of capital out of the US and into European markets, which strengthened share price performance further.
However, the market declined in March and wiped out the upturn for the entire year. This was primarily due to Trump’s repeated statements about tariffs across the world, which created concerns about stagflation in the US.
Truecaller, Afry, MTG and the new investment in Asker were the primary contributors in the fund. The first three companies released quarterly figures and news that were well-received by the market. Asker’s IPO was significantly oversubscribed and rose 20% on the first trading day.
Biotage, Sdiptech and Stillfront, as well as the fund’s underweights within the bank and telecom sectors continued to have a negative impact. Investors have temporarily lost interest in these three companies, despite attractive valuations from a historical perspective and relative to other similar companies. European bank equities benefited in particular from the capital flow into Europe. Telecom equities rose in the function of defensive operations without exposure to the US or threats of tariffs.
Volvo Car, Asker Healthcare and Asmodee were the fund’s largest investments in the period, while the most significant sales were made in Skanska, Sobi and EQT.
We remain positive to an improved industrial economy towards the end of the year and expect a recovery in consumption in Northern Europe. The decline in March has created several attractive investment opportunities, particularly among small and mid-sized companies. At the same time, there is significant uncertainty in the short term about the president’s next move.
Portfolio distribution 31.03.2025
Geographic breakdown 31.03.2025
