Handelsbanken Microcap Sverige (A4 SEK)

Legal name: Handelsbanken Microcap Sverige

Equity Fund Registered in Sweden (Non-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 can be obtained in English at www.handelsbanken.lu. Summary of investors' rights.

Note that Handelsbanken Fonder AB may decide to terminate the arrangements made for the marketing of funds in Luxembourg.

Overview Detailed information Sustainability Trading and fees

Fact sheet and documents Print page

The fund is actively managed and invests in a portfolio of small Swedish companies. Small caps refer to companies with market values at the time of the investment that do not exceed the market value of the largest company in the fund’s benchmark index.

Requests for subscription and redemption of units shall normally occur no later than the 15th of each month to ensure that the order is executed on the last banking day in the current month.

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 manager

Christian Brunlid Experience in the fund industry 1997. Portfolio Manager since 30 November 2016.

Risk 5/7

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.

About risk

The risk/return indicator illustrates the link between risk and potential returns from an investment in the fund. The indicator is based on the change in the fund’s value over the past 5 years.

This fund belongs to category 5, which means there is a medium-high risk for up- and downturns in the net asset value. Category 1 does not mean that the fund is risk-free. The fund's risk indicator can change both upwards and downwards on the scale over time, as the indicator is based on historical data that does not guarantee future risk/returns.

An investment in an equity fund is generally characterized by high risk as the value of the equities can fluctuate significantly over time but also has the potential for high returns.

The indicator primarily reflects the upturns and downturns in the value of the fund’s equity investments and fluctuations in exchange rates.

The indicator reflects the most important risks in the fund but excludes the following material risks:

Given that the fund’s investments are made in one country or a limited number of countries, the fund normally has a higher risk relative to investments that are allocated with a broader geographical distribution across several regions or countries.

The fund's investment focus entails exposure to smaller companies that frequently have lower liquidity. In general, the variation in liquidity is considered to be higher relative to the equity market overall. This can impact the fund's ability to manage significant outflows at a relatively low cost.

This product does not provide any protection from future market performance. You could therefore lose some or all of your investment.

Additional information about the risks may be found in the prospectus available at www.handelsbanken.lu/funds.

SFDR

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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Performance

Monthly savings

In percent including distribution in SEK

2024

1 year

3 years

5 years

10 years

Handelsbanken Microcap Sverige (A4 SEK) (SEK)

Note that benchmark returns, unlike fund returns, do not take distributions into account. As a result, fund returns are higher than they would otherwise be relative to benchmark.

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Historical rates

Performance

Rate 16.05.2024	1 week	1 month	3 months	2024	1 year	5 years	10 years
212.05 SEK	4.76%	7.83%	11.24%	10.58%	-1.75%	51.32%	-

Handelsbanken Microcap Sverige (A4 SEK)

About risk

Fund manager

Graph

Performance

Portfolio distribution 30.04.2024