Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (160 kB)
Prospectus (1357 kB)
Periodic reports
Sustainability SFDR (924 kB)
Annual review (PF) (2868 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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31.10.2024
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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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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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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 |
|---|---|---|---|---|---|---|---|
| 39.67 EUR | -1.34% | 1.17% | 5.51% | 17.89% | 22.70% | 60.61% | - |
Portfolio 16.10.2024
Portfolio manager comments — Q3 2024
Fund performance was negative during the quarter, primarily due to the weakness within the fund’s healthcare holdings, Novo Nordisk and Edwards Lifesciences. Novo Nordisk has encountered setbacks in the form of delayed production and unfavorable results in a research study. Edwards Lifesciences reported lower than expected growth. The delayed recovery was primarily due to lower volumes for their minimally invasive heart valves, due to a shortage of hospital personnel and longer healthcare queues. ASML also had a negative period, driven by increased uncertainty about their operations in China that have been affected by geopolitical tensions and the risk for additional trade barriers. On the positive side, the new holding in DSV rose close to 18% during the period and was the fund’s third strongest contributor on a relative basis. The strongest contributors were UnitedHealth Group and S&P Global, which both showed double-digit increases during the period and represent major positions in the fund.
Activity levels were high in the period and several new holdings were added to the fund. The objective with this is to broaden the fund’s exposure to additional sectors and underlying value drivers. New holdings included the chip manufacturers AMD and Nvidia, the insurance broker Brown & Brown and the construction materials company Carlisle. The fund sold the holdings in Accenture and Deutsche Börse. The broadening of the holdings should result in a more stable performance. In addition, an increased focus on identifying and lowering company-specific downside risks should contribute positively over time.
Portfolio distribution 31.10.2024
Geographic breakdown 31.10.2024
