Key Investor Information Document
Factsheet
Target Market
Costs and charges
Factsheet and Information Brochure
Prospectus (1436 kB)
Fund rules (198 kB)
Periodic reports
Sustainability SFDR (980 kB)
Annual review (PF) (3129 kB)
Semi-annual report (PF) (201 kB)
Marketing material
Summary SFDR (174 kB)
Other
Brief fund information
Handelsbanken Norge Index Criteria
Legal name: Handelsbanken Norge 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 that tracks the Solactive ISS ESG Screened Norway Paris Aligned Index with the aim of generating returns that over time correspond as closely as possible to the returns of the index. The aim of the index is to reflect the performance of the Norwegian equity market, while excluding 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 Spotlight
The fund company has decided to liquidate the fund. On January 20, the fund closes for subscription and scheduled transfers. February 7 is the last day to sell units. Any remaining units will be redeemed and will be deposited into your account at Handelsbanken on February 15, 2025.Read more
Fund manager
Carl-Henrik Lindberg Experience in the fund industry 2006. Portfolio Manager since 1 December 2021.
|
|
||
|---|---|---|---|
|
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.
|
|
|
||
|---|---|---|---|
|
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 14.02.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 115.15 NOK | -0.17% | 4.56% | 3.86% | 4.30% | 13.50% | 12.85% | - |
Averge annual returns (geometric)
| Rate 14.02.2025 | 2 years | 3 years | 5 years | 10 years |
|---|---|---|---|---|
| 115.15 NOK | 4.00% | -0.86% | 2.45% | - |
Portfolio distribution 31.01.2025
Geographic breakdown 31.01.2025
