XACT Norden (Criteria) (UCITS ETF)

Legal name: XACT Norden (UCITS ETF)
Exchange traded fund Registered in Sweden (UCITS) Bid

About risk

Historical yields are not a guarantee of future returns. A fund can both increase and decrease in value and it is not guaranteed that you will recover the entire invested amount. Note that a fund with risk level 5-7, as stated in the fund's fact sheet (KID), can vary greatly in value due to the fund's composition and management methodology. The prospectus, fund rules and KID are available under each fund. Summary of investors' rights.

Fact sheet and documents Print page
Factsheet and Information Brochure
Factsheet 
Target Market
Costs and charges
Fund rules (166 kB)
Prospectus (1499 kB)
Periodic reports
Sustainability SFDR (1015 kB)
Annual review (PF) (2962 kB)
Semi-annual report (1122 kB)
Marketing material
Brief fund information 
Summary SFDR (146 kB)
The fund is an exchange-traded index fund and its objective is to follow the performance of the Handelsbanken Nordic ESG Index as closely as possible. The index consists of a selection of about 30 of the most-traded companies on the Nordic stock exchanges that meet the sustainability requirements of the index.

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).
Caroline Mebius

Fund manager

Caroline Mebius Experience in the fund industry 2009. Portfolio Manager since 1 March 2020.
Risk: 4/7
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.
Rating: 5
Total Rating™ 
31.03.2024
The rating shows which funds have historically posted the strongest performance in relation to risk. Ratings are denoted by a scale of one to five stars, with five as the highest rating. A fund must have a performance history of at least three years to receive a rating.
Read more about the fund's rating
EuapIndicator:1
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).
  31.01.2024
Sustainability-
rating

The sustainability rating is developed by the fund information company Morningstar. The rating measures how well the fund's investee companies manage sustainability risks relative to other funds within the same global Morningstar category. If the fund has invested in government bonds issued by sovereign states, the respective country's sustainability risk is included in the calculation. The analyzed funds can receive a sustainability rating between 1 and 5 globes, with 5 as the highest rating.

The fund complies with the UN Principles for Responsible Investments.

Graph

In percent including distribution in EUR
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XACT Norden (Criteria) (UCITS ETF) (EUR)

Note that benchmark returns, unlike fund returns, do not take distributions into account. As a result, fund returns are higher than they would otherwise be relative to benchmark.

Performance

Rate 17.04.2024 1 week 1 month 3 months 2024 1 year 5 years 10 years
23.19 EUR -1.50% -2.59% 8.43% 6.12% 14.47% 93.77% 161.43%

Portfolio distribution 31.03.2024