Prospectus
Factsheet
Prospectus (1445 kB)
Fund rules (162 kB)
Target Market
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Periodic reports
Sustainability SFDR (986 kB)
Semi Annual Report (1122 kB)
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Annual review (3042 kB)
Brief fund information
Summary SFDR (142 kB)
Handelsbanken Global Småbolag Index Criteria
Legal name: Handelsbanken Global Småbolag Index Criteria (A1 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 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.
The fund is an index fund with the objective of following the performance of the Solactive ISS ESG Screened Paris Aligned Developed Markets Small Cap Index. Given that investments are made in foreign equities denominated in currencies other than the fund's base currency, fund investments are associated with currency risk. The aim of the index is to reflect the performance of small caps worldwide in the global equity markets, excluding those companies that do not meet the sustainability requirements of the index. For further information, please refer to the fund's prospectus.
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 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
Karl Nygren Experience in the fund industry 2005. Portfolio Manager since 8 November 2017.
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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 about the funds classification |
Graph
Performance
| Rate 16.05.2024 | 1 week | 1 month | 3 months | 2024 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 184.25 SEK | 0.96% | 4.77% | 7.00% | 10.84% | 21.67% | 55.39% | - |
Portfolio distribution 30.04.2024
Geographic breakdown 30.04.2024
