Factsheet and Information Brochure
Factsheet
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Costs and charges
Fund rules (191 kB)
Prospectus (1619 kB)
Periodic reports
Sustainability SFDR (1076 kB)
Annual review (PF) (3182 kB)
Semi-annual report (PF) (197 kB)
Marketing material
Brief fund information
Pre-contractual SFDR
Pre-contractual SFDR (1146 kB)
Handelsbanken Amerika Tema (B1 EUR)
Legal name: Handelsbanken Amerika Tema (B1 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 primarily in equities issued by companies in the US as well as in Canada and Mexico. As a result, the fund has a currency exposure to these markets.
The thematic investment strategy provides for investments that occur in a limited area in which development is deemed to result in a structural change to the economy and society. This change provides favorable conditions for companies active within the area to create profitable growth over time.
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).
The thematic investment strategy provides for investments that occur in a limited area in which development is deemed to result in a structural change to the economy and society. This change provides favorable conditions for companies active within the area to create profitable growth over time.
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
Rikard Forssmed Experience in the fund industry 2001. 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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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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31.07.2025
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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 20.10.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 10.77 EUR | -0.28% | 0.84% | 2.96% | -2.76% | 1.48% | - | - |
Portfolio 09.10.2025
Portfolio manager comments — Q3 2025
The American stock market had a strong quarter, driven by the continued positive development of the theme of artificial intelligence (AI) and digitalization. Investments in AI infrastructure continued to dominate the news flow, while the market increasingly focused on the potential transformation that new AI models could bring to existing business models. This was particularly noticeable in the software sector, both within technology and finance. In addition, the U.S. central bank delivered an interest rate cut in September, and the American economy shows yet no clear signs of recession. This has continued to support the positive market sentiment.
The companies that contributed most positively to the fund's return were Comfort Systems, Broadcom and Nvidia – all with a clear exposure to the AI infrastructure now being rapidly expanded. On the negative side were several software companies within technology and finance, including Tradeweb, Intuit and ServiceNow. Synopsys also performed weakly after a quarterly report that did not meet market expectations. The holding has since been divested.
The fund’s relative return was also negatively affected by the absence of Tesla in the portfolio. The company is excluded in Handelsbanken Fonder’s sustainability screening.
New holdings during the period include Lam Research and Arista Networks – two companies with a strong market position and clear exposure to the investment boom currently underway in AI. Among the companies sold from the fund are Jack Henry, Service Corp and Dynatrace.
The fund continues to invest in high-quality companies with exposure to structurally strong themes such as re-shoring, electrification and digitalization.
Portfolio distribution 30.09.2025
Geographic breakdown 30.09.2025
