Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (188 kB)
Prospectus (1608 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)
Handelsbanken Global Digital (A10 SEK)
Legal name: Handelsbanken Global Digital (A10 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.
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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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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 |
|---|---|---|---|---|---|---|---|
| 183.33 SEK | -0.40% | 3.58% | 20.48% | -2.34% | 13.08% | - | - |
Portfolio 09.07.2025
Portfolio manager comments — Q2 2025
Fund performance was positive during the quarter, rising by nearly 16% in SEK.
The US equity market has been volatile since April. An initial downturn caused by new tariffs was followed by a rapid recovery, particularly in the technology sector. Donald Trump’s return as president has influenced market sentiment, with increased focus on deregulation, tax cuts and changes to trade policy, creating uncertainty in corporate planning.
The digital transformation accelerated during the second quarter, driven by AI and cloud services. These enable automation, data-driven decision-making and more flexible business models. Despite challenges such as talent shortages and system integration difficulties, investment appetite remains high.
Early in the year, the market began to question the growth rate of AI infrastructure, but strong reports from relevant companies reversed sentiment. Holdings with exposure to data centers such as Vertiv, Nvidia, Broadcom and Japan’s NTT Data (which was acquired) contributed positively. Consumer digitalization also performed well, with companies like Netflix and Spotify delivering strong results. Microsoft rose after a strong report, while Cellebrite and QT Group underperformed. A weaker USD negatively affected fund returns.
The fund increased its exposure to digitalization in real estate and logistics through an investment in Rightmove. At the same time, smaller holdings in QT Group and Dassault Systèmes were sold, and profits were taken in Mastercard, where increased competition from fintech and regulatory pressure in payments created some concern.
The digitalization theme continues to be shaped by developments in AI. Companies that can combine utility with profitability in their AI strategies are expected to be best positioned going forward.
Portfolio distribution 30.06.2025
Geographic breakdown 30.06.2025
