Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (160 kB)
Prospectus (1543 kB)
Periodic reports
Sustainability SFDR (1074 kB)
Annual review (PF) (3181 kB)
Semi-annual report (PF) (196 kB)
Marketing material
Brief fund information
Summary SFDR (168 kB)
Handelsbanken Global Selektiv (A9 EUR)
Legal name: Handelsbanken Global Selektiv (A9 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 16-36 companies on the global stock markets. Our focus is on constructing a portfolio of high-quality companies with a variety of drivers and strong outlooks at a reasonable valuation.
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
Viking Kjellström Experience in the fund industry 1996. Portfolio Manager since 1 July 2019.
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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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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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31.01.2025
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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. |
Graph
Performance
| Rate 17.04.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
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| 33.85 EUR | -1.94% | -7.11% | -16.36% | -14.37% | -6.02% | 45.22% | - |
Portfolio 16.04.2025
Portfolio manager comments — Q1 2025
Fund performance was negative during Q1 2025, which can be related to the decline in the US market as well as a weak USD.
TSMC had the most negative impact on returns, followed by the fund’s exposure to industrial companies such as Diploma, Core & Main, AIT and Schneider Electric. Several technology companies also posted weak performance during the period. However, the negative effect on the fund’s relative returns was fortunately mitigated by underweights in several of the companies with the weakest performance. Broadcom accounted for the largest price decline in the fund at over 30%, despite a strong quarterly report, new customer wins and record profitability.
On a positive note, the fund benefited from an overweight in financial companies, where several of the strong performers during the quarter could be found. These included Brown & Brown, which rose 11% and the new holding in Bajaj Finance, which increased by 7% despite volatility in the market.
The largest individual positive contribution was from the sale of JP Morgan, where the fund realized a profit before the equity followed the downturn in the market. Liquidity from the sale was reinvested in more defensive holdings, such as the Canadian food chain Metro and the pharmaceutical distributor McKesson in the US.
During the period the fund had a defensive positioning due to increased trade and geopolitical risks. The analysis has focused on companies that can sustain their operations even in a tougher economic climate. This resulted in an increase to stable, high-quality companies as well as an increased value exposure.
Portfolio distribution 31.03.2025
Geographic breakdown 31.03.2025
