Key Investor Information Document
Factsheet
Target Market
Costs and charges
Factsheet and Information Brochure
Prospectus (1361 kB)
Fund rules (160 kB)
Periodic reports
Sustainability SFDR (934 kB)
Annual review (PF) (3207 kB)
Semi-annual report (PF) (207 kB)
Marketing material
Summary SFDR (168 kB)
Other
Brief fund information
Handelsbanken Global Tema
Legal name: Handelsbanken Global Tema (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 and invests in equities issued by companies in the equity markets worldwide. As a result, the fund has a currency exposure to these markets. The thematic investment strategy provides for investments that occur in a limited area in which development is deemed to result in a structural change to the economy and society. This change provides favorable conditions for companies active within the area to create profitable growth over time.
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).
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
Cecilia Auvray Experience in the fund industry 1991. Portfolio Manager since 1 January 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). |
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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 05.05.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 998.08 NOK | 2.18% | 5.80% | -11.47% | -11.09% | -0.40% | 71.64% | 201.73% |
Averge annual returns (geometric)
| Rate 05.05.2025 | 2 years | 3 years | 5 years | 10 years |
|---|---|---|---|---|
| 998.08 NOK | 8.74% | 9.62% | 11.41% | 11.68% |
Portfolio distribution 31.03.2025
Geographic breakdown 31.03.2025
