Handelsbanken Global Index Criteria (A1 SEK)

Legal name: Handelsbanken Global 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 that tracks the Solactive ISS ESG Screened Paris Aligned Global Markets Index with the aim of generating returns that over time correspond as closely as possible to the returns of the 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 the equity markets worldwide, while excluding those companies that do not fulfill the sustainability requirements of the index.

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).
Stefan Hagman

Fund manager

Stefan Hagman Experience in the fund industry 1998. Portfolio Manager since 14 December 2018.
Risk: 4/7
Risk  4/7
 
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.
EuapIndicator:2
SFDR
 
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

In percent including distribution in SEK
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Handelsbanken Global Index Criteria (A1 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.

Performance

Rate 16.05.2024 1 week 1 month 3 months 2024 1 year 5 years 10 years
541.84 SEK 1.21% 3.91% 8.71% 16.93% 27.20% 88.42% 273.04%

Portfolio distribution 30.04.2024

Geographic breakdown 30.04.2024

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