Factsheet and Information Brochure
Factsheet
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Fund rules (185 kB)
Prospectus (1574 kB)
Periodic reports
Sustainability SFDR (1094 kB)
Annual review (PF) (3204 kB)
Semi-annual report (PF) (198 kB)
Marketing material
Brief fund information
Summary SFDR (167 kB)
Pre-contractual SFDR
Pre-contractual SFDR (1090 kB)
Handelsbanken Norden
Legal name: Handelsbanken Norden (A1 SEK)
Equity 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.
The fund is actively managed and invests primarily in equities and equity-related instruments issued by companies headquartered in Sweden, Denmark, Finland, Norway and Iceland, or in companies traded on a regulated market in the Nordics and thereby has a currency exposure in these markets. The fund also has the option of investing a maximum of 10% of the fund capital in companies headquartered in other European countries.
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
Per Andersson Experience in the fund industry 1997. 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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31.12.2025
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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 |
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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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31.10.2025
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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
Performance
| Rate 06.02.2026 | 1 week | 1 month | 3 months | 2026 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 2,013.29 SEK | -0.28% | -0.17% | 3.95% | -0.03% | 1.02% | 36.23% | 141.69% |
Portfolio 26.01.2026
Portfolio manager comments — Q4 2025
The fund delivered positive performance during the quarter, rising by just over 5.5% in SEK, although weaker than the benchmark index*. Nordic equity markets showed significant differences in performance, with Finland and Sweden performing most strongly, while Denmark was the weakest, partly due to share price developments in Novo Nordisk.
Markets continued to be characterized by rising global protectionism, particularly from the US, as well as an overall uncertain geopolitical environment. At the same time, interest rate cuts provided some support to markets. In Europe, we have seen greater alignment and increased infrastructure initiatives. Similar initiatives have also been announced in the Nordic region, which we assess may have positive effects on the broader economy. The Swedish krona also continued to strengthen against the US dollar, the euro, and the Norwegian krone.
The individual stocks contributing most positively to fund performance were DSV, Nokia, Nordea, Metso, AstraZeneca, Investor, Vestas, and NKT.
The largest negative impact came from holdings such as Novo Nordisk, QT Group, and Spotify.
Among new larger holdings were Lundin Mining, Danske Bank, and SkiStar. The fund also participated in the initial public offerings of Verisure and Framery. Divestments included QT Group, Genmab, and Spotify.
We have seen considerable market volatility, which is likely to continue. As a result, we maintain a relatively broad sector exposure. External risks remain, and we prefer Nordic and European exposure within our portfolio holdings.
* SIX SRI Nordic 200 Net Index
Portfolio distribution 31.12.2025
Geographic breakdown 31.12.2025
