Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (192 kB)
Prospectus (1603 kB)
Periodic reports
Sustainability SFDR (1067 kB)
Annual review (PF) (3165 kB)
Semi-annual report (PF) (193 kB)
Marketing material
Brief fund information
Summary SFDR (168 kB)
Pre-contractual SFDR
Pre-contractual SFDR (1146 kB)
Handelsbanken Global Digital (A1 SEK)
Legal name: Handelsbanken Global Digital (A1 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 that are considered as being positively affected by the digitalization investment theme. Investments are made globally and the fund thereby has a currency exposure. Digitalization is a theme that can span across several sectors and regions. The fund invests within sectors such as information technology and communication services.
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
Niklas Lundin Experience in the fund industry 1989. Portfolio Manager since 1 February 2023.
|
|
||
|---|---|---|---|
|
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.
|
|
|
||
|---|---|---|---|
|
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). |
|
31.07.2025
|
|||
|---|---|---|---|
|
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 10.10.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 188.54 SEK | 2.69% | 3.16% | 5.69% | 2.74% | 15.58% | - | - |
Portfolio 09.10.2025
Portfolio manager comments — Q3 2025
The fund delivered strong performance during the quarter, posting an increase of approximately 2% in SEK. The U.S. equity market continued to perform well over the period, once again driven by the themes of artificial intelligence (AI) and digitalization. AI remains a central topic, and investments in the infrastructure necessary to enable AI are currently the primary driver of earnings growth in the U.S. economy. During the quarter, it became increasingly evident that OpenAI is a hub for AI development, having placed multi billion dollar orders with companies such as Oracle and Broadcom to secure the computing capacity required in the future. AI investments are expected to continue at a rapid pace, as it is a race few players can afford to lose.
While the AI sector expands, the U.S. consumer has shown mounting signs of weakness, prompting the Federal Reserve to adopt a more cautious tone in its communications. The market interprets this as a potential signal of further interest rate cuts. This, in turn, has benefited companies with weaker balance sheets and low profitability, while high quality businesses with robust business models – the fund’s preferred investment profile – have faced more challenging conditions. As a result, the fund underperformed its benchmark, the Solactive ISS ESG Screened DM Technology 5% Cap Index NTR, during the period.
A sector rotation has also emerged from software companies to hardware manufacturers, semiconductor producers, and businesses supplying memory capacity to AI models. The market is concerned that many future users of AI infrastructure could be negatively impacted by changes to their business models. Portfolio holdings including Tyler Tech, Q2 Holding, Axon, Intuit, and ServiceNow consequently underperformed during the quarter, affecting relative returns.
The fund has responded to this shift by reallocating exposure towards companies enabling digitalization, such as South Korean memory producer SK Hynix and networking specialist Astera Labs. At the same time, it has divested holdings in user oriented companies such as Salesforce, Blackline, Comcast, and IQVIA. The fund also exited its position in cybersecurity company CyberArk following a takeover bid from competitor Palo Alto Networks.
The digitalization theme continues to be influenced by AI developments. Companies capable of combining utility with profitability in their AI strategies are assessed to have the most favorable prospects moving forward.
Portfolio distribution 30.09.2025
Geographic breakdown 30.09.2025
