Prospectus
Factsheet
Prospectus (1371 kB)
Fund rules (162 kB)
Target Market
Costs and charges
Periodic reports
Sustainability SFDR (927 kB)
Marketing Info
Annual review (2894 kB)
Semi-annual report (200 kB)
Brief fund information
Summary SFDR (171 kB)
Handelsbanken Amerika Småbolag Tema (A1 SEK)
Legal name: Handelsbanken Amerika Småbolag Tema (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 actively managed and invests in equities that are primarily issued by small companies in the U. S. , 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
Due to the funeral and National Day of Mourning for former US President Jimmy Carter, the US stock markets are closed on January 9, 2025. As a result, the fund cannot be priced and is therefore closed for trading on January 9.Due to the funeral and National Day of Mourning for former US President Jimmy Carter, the US stock markets are closed on January 9, 2025. As a result, the fund cannot be priced and is therefore closed for trading on January 9.
Fund manager
Rikard Forssmed Experience in the fund industry 2001. Portfolio Manager since 1 October 2022.
|
|
||
|---|---|---|---|
|
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.
|
|
|
||
|---|---|---|---|
|
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). |
Graph
Performance
| Rate 07.01.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 1,626.06 SEK | 1.10% | -5.26% | 7.54% | 1.10% | 21.57% | 70.26% | 230.34% |
Portfolio distribution 31.12.2024
Geographic breakdown 31.12.2024
