Key Investor Information Document
Factsheet
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Factsheet and Information Brochure
Prospectus (1674 kB)
Fund rules (183 kB)
Periodic reports
Sustainability SFDR (1032 kB)
Annual review (PF) (3159 kB)
Semi-annual report (PF) (216 kB)
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Summary SFDR (174 kB)
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Brief fund information
Handelsbanken USA Index Criteria
Legal name: Handelsbanken USA Index Criteria (A1 NOK)
Index Fund Registered in Sweden (UCITS)
Buy
About risk
Historical yields are not a guarantee of future returns. The money you invest in a fund can both increase and decrease in value. Future returns will depend on development in the market, the accuracy of the fund manager, the risk in the fund and management cost. It is not guaranteed that you will recover the entire invested amount. Note that a fund with risk level 5-7 stated in the fund's KID, can vary greatly in value due to the fund's composition and management methodology. The prospectus, fund rules and KIID can be obtained in English (prospectus, fund rules and KID) and Norwegian (KID) are available under each fund on handelsbanken.no/fond. The prospectus and fund rules for AIF:s are also available in Swedish. Summary of investors’ rights in English and Norwegian.
Note that Handelsbanken Fonder AB may decide to terminate the arrangements made for the marketing of funds in Norway.
The fund is an index fund and its objective is to follow the performance of the Solactive ISS ESG Screened Paris Aligned USA as close as possible. The fund invests in equities issued by companies in the U. S. As a result, the fund has a currency exposure to these markets. The index consists of large and mid-sized U. S. companies listed on the U. S. stock exchanges, with the exception of those companies that do not fulfill the sustainability requirements of the index.
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 9 fund pursuant to EU regulation 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR).
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 9 fund pursuant to EU regulation 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR).
Fund manager
Caroline Mebius Experience in the fund industry 2009. Portfolio Manager since 15 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 |
Graph
Performance
| Rate 02.01.2026 | 1 week | 1 month | 3 months | 2026 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 1,105.66 NOK | 0.06% | -0.30% | 3.78% | -0.28% | 5.03% | 119.03% | 347.22% |
Averge annual returns (geometric)
| Rate 02.01.2026 | 2 years | 3 years | 5 years | 10 years |
|---|---|---|---|---|
| 1,105.66 NOK | 20.07% | 24.37% | 16.98% | 16.16% |
Portfolio distribution 30.11.2025
Geographic breakdown 30.11.2025
