Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (162 kB)
Prospectus (1446 kB)
Periodic reports
Sustainability SFDR (986 kB)
Annual review (PF) (3042 kB)
Semi-annual report (PF) (296 kB)
Marketing material
Brief fund information
Summary SFDR (176 kB)
Handelsbanken Global Småbolag Index Criteria (A4)
Legal name: Handelsbanken Global Småbolag Index Criteria (A4 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 an index fund with the objective of following the performance of the Solactive ISS ESG Screened Paris Aligned Developed Markets Small Cap Index. Given that investments are made in foreign equities denominated in currencies other than the fund's base currency, fund investments are associated with currency risk. The aim of the index is to reflect the performance of small caps worldwide in the global equity markets, excluding those companies that do not meet the sustainability requirements of the index. 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 manager
Karl Nygren Experience in the fund industry 2005. Portfolio Manager since 8 November 2017.
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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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31.10.2024
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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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30.09.2024
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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 20.11.2024 | 1 week | 1 month | 3 months | 2024 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 206.87 SEK | -1.26% | 4.55% | 12.78% | 22.18% | 32.03% | 62.05% | - |
Portfolio distribution 31.10.2024
Geographic breakdown 31.10.2024
