Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (188 kB)
Prospectus (1434 kB)
Periodic reports
Sustainability SFDR (1018 kB)
Annual review (PF) (3126 kB)
Semi-annual report (PF) (200 kB)
Marketing material
Sustainability profile
Brief fund information
Summary SFDR (170 kB)
Pre-contractual SFDR
Pre-contractual SFDR (948 kB)
Handelsbanken Hållbar Energi (A1 EUR)
Legal name: Handelsbanken Hållbar Energi (A1 EUR)
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 with a focus on sustainability. The fund globally invests in companies that develop or use technologies and methods to limit global warming by directly or indirectly limiting carbon dioxide and other greenhouse gas emissions, including companies that can positively contribute to more efficient energy use. Growth in the area has been very strong and continued challenges in the climate area are pointing to similar prospects going forward. For further information, please refer to the fund's prospectus.
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).
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 Spotlight
Benchmark 1 January – 30 June 2024: Solactive ISS ESG Screened Global Markets Index NTRBenchmark from 1 July 2024: S&P Global Clean Energy Net TR
Fund manager
Patric Lindqvist Experience in the fund industry 1990. Portfolio Manager since 1 October 2015.
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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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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. |
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The EU’s SFDR regulation (regulation 2019/2088 on sustainability-related disclosures in the financial services sector) was implemented in 2021 and provides for a standardization in the sustainability reporting for mutual funds. This has reduced the need for other sustainability labels. Accordingly, Handelsbanken Fonder has chosen to remove the fund’s Nordic Swan ecolabel license from December 17.
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Graph
Performance
| Rate 27.01.2026 | 1 week | 1 month | 3 months | 2026 | 1 year | 5 years | 10 years |
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| 35.49 EUR | 3.11% | 9.37% | 9.44% | 9.23% | 43.63% | -18.68% | 176.83% |
Portfolio 26.01.2026
Portfolio manager comments — Q4 2025
During the fourth quarter, the positive trend from the previous quarter continued, and the fund rose by 7.3% in SEK, clearly outperforming the benchmark index* and global equity markets overall. After regulatory uncertainty declined significantly during the third quarter, it was both important and encouraging to see clear signs during the fourth quarter that more stable regulations had translated into accelerating business activity. Reports from the fund’s companies were, overall, the strongest seen in some time.
Underlying demand, driven by rapidly growing electricity needs, remained central. Signs of instability in power grids have contributed to accelerated investment plans in both electricity infrastructure and large scale energy storage. Wind power, solar energy, and energy efficiency within industry were the segments contributing most positively, while other segments remained broadly stable.
The fund’s geographic allocation showed that increased investments in the US continued to generate strong positive contributions, while Europe also performed well. China was broadly stable. At the company level, contributions were broad based: Vestas, First Solar, NextPower, and Nordex delivered the largest positive contributions, while Solaredge, Orient, CATL, and Xinyi Energy had some negative impact.
Despite significant negative headlines surrounding climate policy during 2025, investments and capacity continued to grow, driven by real economy decisions even as policy support declined. According to Reuters, solar generated electricity in the US increased by 29% through November, while grid connected energy storage rose by 43%. In China, renewable electricity production increased by approximately 15%, and 2025 marked the first year in which fossil based electricity generation declined.
The underlying strong growth in electricity demand is expected to persist, providing a stable foundation for demand and return opportunities. Strained power grids globally create additional investment opportunities both through network expansion and across the entire energy storage value chain. The fund has increased its investments within energy storage and has, since the summer, once again increased exposure further up the value chain. Strong earnings reports have also led to generally positive earnings revision trends during the period. Valuations within the sector remain historically low, particularly relative to global equity markets.
* S&P Global Clean Energy Net TR
Portfolio distribution 31.12.2025
Geographic breakdown 31.12.2025
