Buy Handelsbanken Amerika SMB Tema

Handelsbanken Amerika SMB Tema

Legal name: Handelsbanken Amerika Småbolag 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.

Overview Detailed information Sustainability Trading and fees

Fact sheet and documents Print page

The fund is actively managed and invests in equities that are primarily issued by small companies in the U. S. , as well as in Canada and Mexico. 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).

Fund manager

Rikard Forssmed Experience in the fund industry 2001. Portfolio Manager since 1 October 2025.

Fund manager

Niklas Lundin Experience in the fund industry 1989. Portfolio Manager since 1 October 2025.

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 a limited number of regions or issuers, the fund normally has a higher risk relative to investments that are allocated with a broader geographical distribution and across a larger number of issuers.

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

2026

1 year

3 years

5 years

10 years

Handelsbanken Amerika SMB Tema (NOK)

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Historical rates

Performance

Rate 02.01.2026	1 week	1 month	3 months	2026	1 year	5 years	10 years
1,477.39 NOK	-1.77%	-0.87%	-1.82%	-1.35%	-11.97%	26.75%	158.17%

Averge annual returns (geometric)

Rate 02.01.2026	2 years	3 years	5 years	10 years
1,477.39 NOK	3.48%	8.70%	4.86%	9.95%

Portfolio distribution 30.11.2025

Geographic breakdown 30.11.2025

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.