Factsheet and Information Brochure
Factsheet
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Fund rules (192 kB)
Prospectus (1508 kB)
Periodic reports
Sustainability SFDR (1018 kB)
Annual review (PF) (3113 kB)
Semi-annual report (PF) (190 kB)
Marketing material
Brief fund information
Summary SFDR (171 kB)
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Pre-contractual SFDR (1022 kB)
Handelsbanken Global Impact
Legal name: Handelsbanken Global Impact (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 issued by companies in the equity markets worldwide. As a result, the fund has a currency exposure to these markets. The fund invests in companies whose business activities, products or services we consider have, or are expected to obtain, a positive impact on one or several of the 17 Sustainable Development Goals in Agenda 2030 that have been adopted by the UN's Member States.
The thematic investment strategy means that investments are made in a limited area in which growth is expected to result in a structural change to the economy and society. This change provides good conditions to create profitable growth over the long term for companies operating within the thematic area.
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).
The thematic investment strategy means that investments are made in a limited area in which growth is expected to result in a structural change to the economy and society. This change provides good conditions to create profitable growth over the long term for companies operating within the thematic area.
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 manager
Elias Kayal Experience in the fund industry 2018. Portfolio Manager since 1 March 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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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 |
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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 |
|---|---|---|---|---|---|---|---|
| 116.85 SEK | 1.52% | -1.18% | -2.51% | -0.70% | -4.11% | - | - |
Portfolio 26.01.2026
Portfolio manager comments — Q4 2025
The fund underperformed its benchmark index* during the final quarter of the year, while still delivering a positive absolute return. Initially, market developments were dominated by AI related investments, but partway through the quarter a clear rotation away from technology and AI took place, contributing to a broader market recovery.
This was driven by increased concerns regarding companies’ ability to translate substantial AI investments into profitable growth, as well as signs of margin pressure during the reporting season for AI related products. Focus therefore shifted toward more cyclical and defensive sectors such as financials, industrials, energy, materials, and healthcare.
Healthcare stocks, which had been under pressure for much of 2025, recovered during the fourth quarter. This followed positive developments regarding pricing and tariffs in the US, as Pfizer reached an agreement with the US administration, as well as generally strong quarterly reports. The fund’s holdings in Eli Lilly and AstraZeneca were therefore among the strongest contributors during the period.
The largest positive contribution to fund performance came from TSMC, which continued to demonstrate its market leading position within semiconductor manufacturing. Despite increased uncertainty within the AI segment, the company reported strong order intake and solid financial resilience. BBVA was the second largest contributor after its long running attempted acquisition of Sabadell ultimately failed, leading to a renewed focus on shareholder value through record dividends and share buybacks.
Enviri also performed very strongly following the announcement that Veolia will acquire the company’s Clean Earth business in order to strengthen its market position in the US, making the holding one of the strongest contributors of the period.
The largest negative impact came from Itron and Microsoft, following the rotation away from technology and AI related investments. Grand Canyon Education, Iron Mountain, and Landis+Gyr also delivered weaker performance during the period.
During the quarter, new companies were added to the portfolio, including Banco Galicia, Kinaxis, Hyundai, IBM, Elia System Operator, and Delta Electronics. At the same time, Hologic was divested following a take private transaction by Blackstone and TPG, as well as holdings in EDPR, Carrier, and Darling Ingredients.
* Solactive ISS ESG Global Markets Index NTR
Portfolio distribution 31.12.2025
Geographic breakdown 31.12.2025
