Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (165 kB)
Prospectus (1572 kB)
Periodic reports
Sustainability SFDR (1092 kB)
Annual review (PF) (3207 kB)
Semi-annual report (PF) (205 kB)
Marketing material
Brief fund information
Summary SFDR (168 kB)
Pre-contractual SFDR
Pre-contractual SFDR (1090 kB)
Handelsbanken Global Tema (B1 SEK)
Legal name: Handelsbanken Global Tema (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.
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 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).
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
Cecilia Auvray Experience in the fund industry 1991. 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. |
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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 23.01.2026 | 1 week | 1 month | 3 months | 2026 | 1 year | 5 years | 10 years |
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| 694.22 SEK | -2.51% | -0.62% | -3.13% | -1.28% | -10.78% | 37.92% | 200.00% |
Portfolio 26.01.2026
Portfolio manager comments — Q4 2025
During the fourth quarter, global equity markets showed mixed but predominantly positive performance. The recovery from earlier declines during the year continued, driven by strong corporate earnings, extensive AI related investments, and a gradual stabilization of the global economy. Europe and Asia, particularly Japan, performed most strongly, while the US also posted gains, although to a lesser extent.
The sectors accounting for most of the gains were healthcare, followed by financials. The IT sector, which had been a key driver earlier in the year, was broadly flat. Consumer related stocks performed the weakest.
The appreciation of the Swedish krona, primarily against the US dollar but also against the euro, had a negative impact on the fund’s value for investors in SEK.
Positive contributions during the period primarily came from the healthcare sector, with strong gains in Eli Lilly and Thermo Fisher, as well as from holdings in the semiconductor sector such as SK Hynix and TSMC. Within healthcare, concerns regarding tariffs and tighter regulation in the US gradually eased, benefiting the sector. Within IT, semiconductor companies continued to deliver strong results, solid profitability, and attractive long term prospects, driving share prices higher. Other positive contributors included Sanlam, Fanuc, Alphabet, and Jack Henry.
Factors weighing on fund performance were largely driven by sharp market reactions to quarterly reports from several holdings, including 3i, Itron, Sanrio, and Royal Caribbean Cruises. In addition, Netflix declined significantly both following its earnings report and further in connection with the bidding contest surrounding Warner Bros. Discovery, in which Netflix is involved.
During the period, holdings in Dynatrace, Capgemini, Aptar, and Verra Mobility were divested. New holdings included Bank of America, BNP, CATL, DSV, and Edwards Lifesciences.
Portfolio distribution 31.12.2025
Geographic breakdown 31.12.2025
