Buy Handelsbanken Nordiske SMB

Handelsbanken Nordiske SMB

Legal name: Handelsbanken Nordiska Småbolag (A1 NOK)

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.

Overview Detailed information Sustainability Trading and fees

Fact sheet and documents Print page

The fund is actively managed and invests in equities and equity-related instruments issued by small and mid-sized companies headquartered in Sweden, Norway, Denmark, Finland and Iceland, or in companies traded on a regulated market in the Nordics. The fund thereby has a currency exposure in these markets. Investments are made in companies with market values at the time of the investment that do not exceed the market value of the largest company in the fund’s benchmark index. The fund may also invest in larger companies and in unlisted companies if we deem this to be beneficial to unit holders.

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 manager

Tore Marken Experience in the fund industry 1996. Portfolio Manager since 1 January 2008.

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.

About risk

The risk/return indicator illustrates the link between risk and potential returns from an investment in the fund. The indicator is based on the change in the fund’s value over the past 5 years.

This shareclass belongs to category 4, which means there is a medium risk for up- and downturns in the net asset value. Category 1 does not mean that the fund is risk-free. The fund's risk indicator can change both upwards and downwards on the scale over time, as the indicator is based on historical data that does not guarantee future risk/returns.

An investment in an equity fund is generally characterized by high risk as the value of the equities can fluctuate significantly over time but also has the potential for high returns.

The indicator primarily reflects the upturns and downturns in the value of the fund’s equity investments and fluctuations in exchange rates.

The indicator reflects the most important risks in the fund but excludes the following material risks:

Given that the fund’s investments are made in one country or a limited number of countries, the fund normally has a higher risk relative to investments that are allocated with a broader geographical distribution across several regions or countries.

The fund's investment focus entails exposure to smaller companies that frequently have lower liquidity. In general, the variation in liquidity is considered to be higher relative to the equity market overall. This can impact the fund's ability to manage significant outflows at a relatively low cost.

This product does not provide any protection from future market performance. You could therefore lose some or all of your investment.

Additional information about the risks may be found in the prospectus available at www.handelsbanken.no/funds.

SFDR

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

Monthly savings

In percent including distribution in NOK

2025

1 year

3 years

5 years

10 years

Handelsbanken Nordiske SMB (NOK)

Compare funds

Historical rates

Performance

Rate 25.04.2025	1 week	1 month	3 months	2025	1 year	5 years	10 years
1,759.37 NOK	2.09%	-2.33%	-3.48%	0.07%	6.34%	57.75%	173.33%

Averge annual returns (geometric)

Rate 25.04.2025	2 years	3 years	5 years	10 years
1,759.37 NOK	6.89%	3.13%	9.55%	10.58%

Portfolio distribution 31.03.2025

Geographic breakdown 31.03.2025

Historical yields are not a guarantee of future returns. The money you invest in a fund can both increase and decrease in value and it is not guaranteed that you will recover the entire invested amount.
Handelsbanken does not assume liability for any errors in the information.

Handelsbanken's funds are classified in seven risk classes, 1 for the lowest risk and 7 for the highest risk.