Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (165 kB)
Prospectus (1622 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 (1146 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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30.09.2025
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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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31.07.2025
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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 24.10.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 723.91 SEK | 1.39% | 3.28% | 1.96% | -4.05% | -2.01% | 60.37% | 187.35% |
Portfolio 09.10.2025
Portfolio manager comments — Q3 2025
Global equity markets performed strongly during the third quarter, supported by positive earnings reports, a stable macroeconomic environment, and increased inflows of risk‑seeking capital. Following the Federal Reserve’s meeting in Jackson Hole, market expectations for additional and larger interest rate cuts strengthened, further boosting risk appetite. During August and September, share price momentum accelerated in many stocks that had already posted strong gains earlier in the year – particularly within areas such as artificial intelligence, nuclear energy, quantum technology, and cryptocurrencies. The renewed outlook for lower interest rates also benefited higher‑risk segments such as unprofitable technology and biotechnology, as well as cyclical sectors including construction and cement.
These market trends proved unfavorable for the fund’s relative performance, which failed to match its benchmark index. The fund does not invest in companies at the highest end of the risk spectrum, and several of its stable, high‑quality holdings were sold off despite delivering strong earnings reports. For example, the narrative around AI’s impact on the software industry adversely affected parts of the portfolio. The largest detractors from performance were Tradeweb, Synopsys, Jack Henry, Tyler Technologies, and SAP.
The strongest positive contributions came from the electrification theme, linked to significant investments in data center expansion. Holdings such as Prysmian, Nextracker, Accelleron, Quanta Services, and ABB all performed well. The fund’s exposure to the largest U.S. technology companies – Alphabet, Apple, Nvidia, and Broadcom – also contributed positively.
During the quarter, the fund exited its positions in Brown & Brown, Synopsys, and Sprout Farmers Market. New positions include Thermo Fisher (a U.S. medical technology company), JP Morgan (a global bank with a strong market position), Arista Networks (networking solutions for data centers and cloud services), and Tencent (a leading IT company in China).
Portfolio distribution 30.09.2025
Geographic breakdown 30.09.2025
