Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (188 kB)
Prospectus (1285 kB)
Periodic reports
Sustainability SFDR (867 kB)
Annual review (PF) (2806 kB)
Semi-annual report (1799 kB)
Marketing material
Brief fund information
Summary SFDR (141 kB)
Handelsbanken Global Impact (A1 NOK)
Legal name: Handelsbanken Global Impact (A1 NOK)
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 the equity markets worldwide. As a result, the fund has a currency exposure to these markets. The fund invests in companies whose business activities, products or services we consider have, or are expected to obtain, a positive impact on one or several of the 17 Sustainable Development Goals in Agenda 2030 that have been adopted by the UN's Member States.
The thematic investment strategy means that investments are made in a limited area in which growth is expected to result in a structural change to the economy and society. This change provides good conditions to create profitable growth over the long term for companies operating within the thematic area.
The fund is reported as an Article 9 fund pursuant to EU regulation 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR).
The thematic investment strategy means that investments are made in a limited area in which growth is expected to result in a structural change to the economy and society. This change provides good conditions to create profitable growth over the long term for companies operating within the thematic area.
The fund is reported as an Article 9 fund pursuant to EU regulation 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR).
Fund manager
Kristoffer Eklund Experience in the fund industry 2008. Portfolio Manager since 1 December 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.
|
|
|
||
|---|---|---|---|
|
The fund has sustainable investments as its objective. Accordingly, the fund invests in companies with products and services that are considered as contributing positively to the direct fulfillment of one or several of the targets in Agenda 2030. Refer to the fund's prospectus for additional information. The fund is reported as an Article 9 fund pursuant to EU regulation on sustainability-related disclosures in the financial services sector (SFDR). Read more |
|
29.02.2024
|
|||
|---|---|---|---|
|
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 08.05.2024 | 1 week | 1 month | 3 months | 2024 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 113.12 NOK | 0.64% | 3.65% | 9.20% | 15.06% | - | - | - |
Portfolio 26.04.2024
Q1 2024 was the fund’s first full quarter since its launch and resulted in positive returns of approximately 13% in SEK. Although the period offered good returns overall, AI dominated the market and companies associated with the theme posted excess returns in general.
The fund’s investment in TSMC, a market leading producer of semiconductors, as well as in Iron Mountain, a global leader within storage and information management, posted strength in the period. However, this did not balance out the negative impact from the underweight in Nvidia, which almost doubled during the quarter.
The insurance company Palomar and Core & Main, a distributor of water infrastructure, contributed positively to returns. Palomar specializes in offering insurance for earthquakes, which is an area that historically does not have a high level of competition, while also offering customers better protection. Through diversification, the company now offers insurance for damage arising from floods and hurricanes as well as for crops. Damage from these types of events are expected to increase with climate change as will the need for protection. The company reported stronger than expected results during Q1 with positive outlooks. Core & Main distributes solutions and products primarily within water infrastructure and greater demands are being placed on infrastructure as the climate changes. At the moment there are extensive infrastructure projects in the US that support growth in the company. Core & Main also presented a positive report.
The fund added the Mexican company Grupo Rotoplas given the need for water infrastructure in Mexico, and also added the US companies Trane and Carrier, which are both active within heating and ventilation. We did not divest any of the holdings in the portfolio during the period.
Portfolio distribution 30.04.2024
Geographic breakdown 30.04.2024
