Key Investor Information Document
Factsheet
Target Market
Costs and charges
Factsheet and Information Brochure
Prospectus (1434 kB)
Fund rules (188 kB)
Periodic reports
Sustainability SFDR (1018 kB)
Annual review (PF) (3126 kB)
Semi-annual report (PF) (200 kB)
Marketing material
Summary SFDR (170 kB)
Other
Brief fund information
Handelsbanken Bærekraftig Energi
Legal name: Handelsbanken Hållbar Energi (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.
The fund is actively managed with a focus on sustainability. The fund globally invests in companies that develop or use technologies and methods to limit global warming by directly or indirectly limiting carbon dioxide and other greenhouse gas emissions, including companies that can positively contribute to more efficient energy use. Growth in the area has been very strong and continued challenges in the climate area are pointing to similar prospects going forward. For further information, please refer to the fund's prospectus.
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 Spotlight
Benchmark 1 January – 30 June 2024: Solactive ISS ESG Screened Global Markets Index NTR
Benchmark from 1 July 2024: S&P Global Clean Energy Net TR
Fund manager
Patric Lindqvist Experience in the fund industry 1990. Portfolio Manager since 1 October 2015.
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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 |
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The EU’s SFDR regulation (regulation 2019/2088 on sustainability-related disclosures in the financial services sector) was implemented in 2021 and provides for a standardization in the sustainability reporting for mutual funds. This has reduced the need for other sustainability labels. Accordingly, Handelsbanken Fonder has chosen to remove the fund’s Nordic Swan ecolabel license from December 17.
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Graph
Performance
| Rate 02.01.2026 | 1 week | 1 month | 3 months | 2026 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 389.57 NOK | 1.10% | 1.45% | 9.89% | 1.29% | 29.33% | -6.52% | 180.73% |
Averge annual returns (geometric)
| Rate 02.01.2026 | 2 years | 3 years | 5 years | 10 years |
|---|---|---|---|---|
| 389.57 NOK | 8.12% | 2.09% | -1.34% | 10.87% |
Portfolio distribution 30.11.2025
Geographic breakdown 30.11.2025
