Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (166 kB)
Prospectus (1627 kB)
Periodic reports
Sustainability SFDR (1071 kB)
Annual review (PF) (3191 kB)
Semi-annual report (PF) (198 kB)
Marketing material
Brief fund information
Summary SFDR (168 kB)
Handelsbanken Sverige Selektiv (A10 EUR)
Legal name: Handelsbanken Sverige Selektiv (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 and invests in 16-35 high-quality Swedish companies. The fund's strategy is to create good returns over time through long-term investments.
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 Spotlight
The fund rules will be changed on 10 October 2025.Read more
Fund manager
Ulrika Orstadius Experience in the fund industry 2011. Portfolio Manager since 1 November 2022.
|
|
||
|---|---|---|---|
|
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.
|
|
30.06.2025
|
||
|---|---|---|---|
|
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 |
|
|
||
|---|---|---|---|
|
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). |
|
30.04.2025
|
|||
|---|---|---|---|
|
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. |
|
|
|
|---|---|---|
|
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.
|
Graph
Performance
| Rate 10.07.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 87.86 EUR | 2.02% | 0.42% | 12.01% | 8.59% | 5.44% | 92.30% | - |
Portfolio 09.07.2025
Portfolio manager comments — Q2 2025
Fund performance was positive during the second quarter, rising by 1% in SEK, slightly below its benchmark index*.
The top contributors to fund performance were Autoliv, Axfood and SEB. Autoliv benefited from releasing a quarterly report that exceeded market expectations. Axfood was supported by its relatively local exposure to Sweden, which made it less negatively affected by trade policy concerns and a weak dollar, and by stabilized margins at Willy’s. SEB delivered a stable report during a period marked by uncertainty.
The holdings that negatively impacted performance were Hexagon, Essity and AstraZeneca. Hexagon was weighed down by its international exposure and sensitivity to the USD. Essity released a quarterly report that came in slightly below market expectations, and AstraZeneca underperformed due to concerns about tariffs and regulatory changes related to the US healthcare sector.
During the period, the fund added a new holding in Systemair, a global supplier of ventilation equipment that stands to benefit from a potential improvement in sentiment around the European construction market and energy efficiency in buildings. The fund also reduced its holdings in Sampo and ABB, where valuations had increased.
We continue to focus on ensuring that the fund’s investee companies have sustainable business models and competitive offerings that support resilient and profitable growth.
* SIX SRI Sweden Index GI
Portfolio distribution 30.06.2025
Geographic breakdown 30.06.2025
