Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (188 kB)
Prospectus (1489 kB)
Periodic reports
Sustainability SFDR (1018 kB)
Annual review (PF) (3113 kB)
Semi-annual report (PF) (190 kB)
Marketing material
Brief fund information
Summary SFDR (171 kB)
Handelsbanken Global Impact (A10 EUR)
Legal name: Handelsbanken Global Impact (A10 EUR)
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.
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 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.
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 9 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
Elias Kayal Experience in the fund industry 2018. Portfolio Manager since 1 March 2025.
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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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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 |
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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 18.07.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 11.96 EUR | 0.59% | 1.87% | 14.01% | -1.32% | 0.42% | - | - |
Portfolio 09.07.2025
Portfolio manager comments — Q2 2025
Fund performance was positive during the quarter, rising by just over 7.5% in SEK, despite initial volatility due to concerns about tariffs and global trade routes.
As the market recovered in the middle of the quarter, the fund benefited particularly from strong performance in technology and semiconductor companies such as Microsoft and TSMC, which were the top contributors to both absolute and relative returns. Industrial companies with exposure to electrification and smart metering—such as Itron, Badger Meter and nVent—also contributed positively relative to the benchmark index*.
One of the fund’s strongest contributors was Intuit, whose platform helps individuals, freelancers and small businesses manage finances and accounting. The company reported very strong growth figures. Both its Credit Karma product, which helps individuals make informed credit decisions, and TurboTax, which supports tax filing, were strong contributors. Intuit also increased cross-selling to its existing customer base, which is driving profitability.
Microfinance company ASA International reported strong loan portfolio growth and improved profitability. It was the best-performing holding in the portfolio. The medtech company Dynavox, which develops advanced medical communication aids, also showed very strong growth in its latest report—evidence that earlier investments are now bearing fruit and that demand growth continues.
The weakest contributor to absolute returns was the fund’s overweight in the healthcare sector, specifically the holding in Organon, which has experienced a prolonged negative sales trend. The company once again reported disappointing results during the quarter, which led us to divest the holding.
Five new companies were added to the fund: Veralto (water purification technology), Iron Mountain (information and data management services), Garmin (GPS technology and healthy lifestyle promotion), Zimmer Biomet (orthopedic implants), and Verra Mobility (traffic monitoring and safety solutions). The fund sold its holdings in UnitedHealth, Organon and Aspen Pharma.
* Solactive ISS ESG Screened Global Markets Index NTR
Portfolio distribution 30.06.2025
Geographic breakdown 30.06.2025
