Handelsbanken USA Index Criteria (B1 SEK)

Legal name: Handelsbanken USA Index Criteria (B1 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.

Fact sheet and documents Print page
Factsheet and Information Brochure
Factsheet 
Target Market
Costs and charges
Fund rules (183 kB)
Prospectus (1670 kB)
Periodic reports
Sustainability SFDR (1032 kB)
Annual review (PF) (3159 kB)
Semi-annual report (PF) (216 kB)
Marketing material
Brief fund information 
Summary SFDR (174 kB)
Pre-contractual SFDR
Pre-contractual SFDR (1166 kB)

Avkastning

In percent including distribution
Grafen ovan visar den historiska avkastningen i svenska kronor, SEK, efter avgifter. Avkastningen är beräknad med utdelningen återlagd. Ingen hänsyn är tagen till inflation.
Performance Fund 1 Index 2
30.09.2025 -1.58 -
2025 -1.58 -1.60
2024 34.33 34.45
2023 23.68 23.54
2022 -9.46 -9.40
2021 39.24 39.35
2020 9.06 9.00
2019 40.63 40.58
2018 3.54 3.53
2017 9.04 9.16
2016 19.17 19.50
2015 8.67 8.43
2014 35.94 37.36
Average performance Fund1
2 years 17.60
3 years 18.55
5 years 16.19
   
   
1 Calculated on the fund's monthly closing price.
2 Benchmark index: Solactive ISS ESG Screened Paris Aligned US Index NTR. The information in the table refers to the benchmark index valid at any given time. In the event the fund has previously had other benchmark indexes, this information can be found in the fund's annual report.
Svenska Handelsbanken AB (PLC)

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.