Prospectus
Factsheet
Prospectus (1505 kB)
Target Market
Costs and charges
Periodic reports
Sustainability SFDR (1019 kB)
Semi Annual Report (1122 kB)
Marketing Info
Annual review (2990 kB)
Brief fund information
Summary SFDR (144 kB)
Handelsbanken Global Högutdelande Criteria (A9 EUR)
Legal name: Handelsbanken Global High Dividend Low Volatility Criteria (A9 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 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 and aims to follow the development of the index Solactive ISS ESG Global High Dividend Low Volatility index. The fund invests in companies, in the global stock markets, with high dividend and low volatility. 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 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 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
Stefan Hagman Experience in the fund industry 1998. Portfolio Manager since 11 March 2020.
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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). |
Graph
Performance
| Rate 16.05.2024 | 1 week | 1 month | 3 months | 2024 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 13.46 EUR | 0.37% | 1.58% | 1.20% | 5.24% | 5.32% | - | - |
Portfolio distribution 30.04.2024
Geographic breakdown 30.04.2024
