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Handelsbanken's Funds

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.


Responsible Investments

All our funds support UN Principles for Responsible Investments (PRI).


SFDR

EuapIndicator:2 The fund has sustainable investments as its objective (Article 9)
EuapIndicator:1 The fund promotes environmental and social characteristics (Article 8)
EuapIndicator:3 Sustainability risks are integrated into investment decisions (Article 6)
EuapIndicator:4 Sustainability risks are not integrated into investment decisions due to the fund’s investment focus (Article 6)
Fund SFDR
Pursuant to EU Regulation 2019/2088 (Regulation on sustainability-related disclosures in the financial services sector, SFDR), our funds are classified as indicated below:
Dark green (Article 9)
The fund has sustainable investments as its objective.
Funds with sustainable investments as an objective means that 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.
Light green (Article 8)
The 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 equal opportunities.
White (Sustainability risks are integrated – Article 6)
Sustainability risks are integrated into investment decisions, but the fund does not promote environmental or social characteristics or have sustainable investments as its objective. Sustainability risks are managed primarily through engagement in the form of dialogues and active corporate governance.
White with slash line (Sustainability risks are not integrated – Article 6)
Sustainability risks are not integrated into the investment decisions due to the fund’s investment focus. For example, if the fund invests solely in interest-bearing securities issued by the Swedish government or if the fund invests solely in derivative instruments, treasury bills and liquid assets.

Refer to the fund’s Prospectus for additional information.
Exclusions*
The fund excludes companies with turnover in excess of 5% that is attributed to controversial sectors (alcohol, tobacco, cannabis, commercial gambling, weapons and war materials, pornography and fossil fuels). The fund also excludes companies that violate international norms and conventions related to human rights, labor law or combating corruption and bribery.

For funds marked with **, the principle of excluding fossil fuels may be waived during a period if a company within the energy sector meets our requirements for a transition company.
Prospectus
EuapIndicator:1 Yes**
EuapIndicator:1 Yes**
EuapIndicator:1 Yes**
EuapIndicator:1 Yes**
EuapIndicator:1 Yes**
EuapIndicator:1 Yes**
EuapIndicator:1 Yes**
EuapIndicator:2 Yes**
EuapIndicator:1 Yes**
EuapIndicator:1 Yes**
EuapIndicator:1 Yes
EuapIndicator:1 Yes
EuapIndicator:1 Yes
EuapIndicator:1 Yes
EuapIndicator:1 Yes
EuapIndicator:1 Yes
EuapIndicator:2 Yes**
EuapIndicator:2 Yes**
EuapIndicator:2 Yes**
EuapIndicator:2 Yes**
Fund SFDR
Pursuant to EU Regulation 2019/2088 (Regulation on sustainability-related disclosures in the financial services sector, SFDR), our funds are classified as indicated below:
Dark green (Article 9)
The fund has sustainable investments as its objective.
Funds with sustainable investments as an objective means that 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.
Light green (Article 8)
The 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 equal opportunities.
White (Sustainability risks are integrated – Article 6)
Sustainability risks are integrated into investment decisions, but the fund does not promote environmental or social characteristics or have sustainable investments as its objective. Sustainability risks are managed primarily through engagement in the form of dialogues and active corporate governance.
White with slash line (Sustainability risks are not integrated – Article 6)
Sustainability risks are not integrated into the investment decisions due to the fund’s investment focus. For example, if the fund invests solely in interest-bearing securities issued by the Swedish government or if the fund invests solely in derivative instruments, treasury bills and liquid assets.

Refer to the fund’s Prospectus for additional information.
Exclusions*
The fund excludes companies with turnover in excess of 5% that is attributed to controversial sectors (alcohol, tobacco, cannabis, commercial gambling, weapons and war materials, pornography and fossil fuels). The fund also excludes companies that violate international norms and conventions related to human rights, labor law or combating corruption and bribery.

For funds marked with **, the principle of excluding fossil fuels may be waived during a period if a company within the energy sector meets our requirements for a transition company.
Prospectus
EuapIndicator:1 Yes**
EuapIndicator:1 Yes**
EuapIndicator:1 Yes**
EuapIndicator:1 Yes**
EuapIndicator:1 Yes**
EuapIndicator:1 Yes**
EuapIndicator:1 Yes**
EuapIndicator:1 Yes**
EuapIndicator:1 Yes**
EuapIndicator:1 Yes**
EuapIndicator:1 Yes**
EuapIndicator:1 Yes**
EuapIndicator:1 Yes**
EuapIndicator:1 Yes**
EuapIndicator:1 Yes**
EuapIndicator:3 Yes**
EuapIndicator:1 Yes**
* According to the Swedish Investment Fund Association’s definition of exclusion, no more than five per cent of turnover in the company where the investment is made may derive from operations related to such products or services.
** For funds marked with **, the principle of excluding fossil fuels can be exempted for a period of time if a company within the energy sector meets our criteria to qualify as a company in transition.