Factsheet and Information Brochure
Factsheet
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Fund rules (168 kB)
Prospectus (1580 kB)
Periodic reports
Sustainability SFDR (1082 kB)
Annual review (PF) (3190 kB)
Semi-annual report (PF) (199 kB)
Marketing material
Brief fund information
Summary SFDR (171 kB)
Pre-contractual SFDR
Pre-contractual SFDR (1091 kB)
Handelsbanken Amerika Småbolag Tema (A1 SEK)
Legal name: Handelsbanken Amerika Småbolag Tema (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 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).
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.
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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 |
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| 1,365.86 SEK | 3.55% | -0.79% | -2.89% | -0.33% | -17.46% | 10.24% | 178.50% |
Portfolio 26.01.2026
Portfolio manager comments — Q5 2025
US small cap companies as a group showed a sideways performance during the final quarter of the year. The biotechnology sector as well as semiconductor and memory companies performed strongly, while software companies in particular had a negative impact.
Fund performance benefited from MongoDB, a software/database company with exposure to AI applications, which was added to the portfolio during the quarter. The company reported strong sales figures in early December, leading to a sharp increase in the share price. In addition, several holdings with exposure to data centers contributed positively to performance, including Wesco, Comfort Systems, and Jabil.
At the same time, performance was weighed down by a number of software companies, including Bentley Systems, Dynatrace, and Tyler Technologies. The holding in Pool Corp also had a negative impact following a weak quarter, due to a continued sluggish market for swimming pools in the US.
Exposure to the software sector was generally reduced during the period, while exposure was increased to companies enabling digitalization. Examples of such holdings include MKS Inc, NetApp, and Credo Technology.
The fund continues to hold high quality companies with exposure to structurally strong themes such as re shoring, electrification, and digitalization.
Portfolio distribution 31.12.2025
Geographic breakdown 31.12.2025
