Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (179 kB)
Prospectus (1385 kB)
Periodic reports
Sustainability SFDR (882 kB)
Annual review (PF) (3126 kB)
Semi-annual report (PF) (202 kB)
Marketing material
Sustainability profile
Brief fund information
Summary SFDR (170 kB)
Handelsbanken Hållbar Energi (A10 EUR)
Legal name: Handelsbanken Hållbar Energi (A10 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
Jämförelseindex 1 januari – 30 juni 2024: Solactive ISS ESG Screened Global Markets Index NTR
Jämförelseindex från 1 juli 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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31.03.2025
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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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31.01.2025
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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 17.04.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 22.70 EUR | 2.48% | -8.95% | -16.45% | -14.73% | -16.02% | 32.67% | - |
Portfolio 16.04.2025
Portfolio manager comments — Q1 2025
The fund decreased in value during Q1 2025 and underperformed the benchmark index as well as the World index, particularly after the new administration took office in the US. Even though the new president’s direct measures largely met expectations, uncertainty about several other political ploys burdened the segment, most notably the US holdings in the fund.
The solar segment had the largest negative impact on the fund, although the fund’s company selection outperformed the benchmark index. The exposure to energy efficiency and bioenergy/biofuel also weighed on performance. However, the fund’s wind power equities outperformed corresponding holdings in the index.
At the company level, Chinese BYD made a significant positive contribution due to further strong growth, technology developments and good profitability. German Nordex (wind turbines) benefits from the new stimulus plan in Germany and the power companies Iberdrola and Enel also contributed positively.
On the negative side were declines from First Solar, Sunnova and Fluence, where weak reports pulled down share prices, while financing problems also affected Sunnova. Bakkafrost was also weighed down by a weak report. At the same time as the uncertainty about the US climate policy persists, the climate transition continues to press on, with Germany at the forefront. The Chinese Party Congress shows an unchanged ambition within the area.
Simultaneously, we are seeing a dramatic acceleration in the demand for electricity, particularly in the US, which will likely further strengthen the prevailing tariff policy agenda. Renewable energy will be paramount in order to meet this massive demand since it is impossible to expand other energy sources such as gas and nuclear power quickly enough and this would result in a significantly higher cost. The fund continues to have a strong focus on this transition.
* S&P Global Clean Energy Transition Index (USD) NTR
Portfolio distribution 31.03.2025
Geographic breakdown 31.03.2025
