Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (198 kB)
Prospectus (1356 kB)
Periodic reports
Sustainability SFDR (928 kB)
Annual review (PF) (2873 kB)
Semi-annual report (PF) (194 kB)
Marketing material
Brief fund information
Summary SFDR (174 kB)
Handelsbanken Global Dynamisk Strategi (A9 SEK)
Legal name: Handelsbanken Global Dynamisk Strategi (A9 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 offers exposure to the global capital markets. A dynamic asset management model provides a seamless allocation between risk-bearing assets and other assets, which allows the fund to partake in the upturns of the global capital markets, while limiting potential downturns. Each year-end, a new protective level will be set based on 90% of the fund's net asset value. In the event the share price in share class A1 SEK rises more than 10% since the calculation of the existing protective floor, a new protective floor will be set in all the share classes. The protective floor will be applicable until the following year-end unless a new protective floor is set prior to this period.
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
Karl Nygren Experience in the fund industry 2005. Portfolio Manager since 14 December 2018.
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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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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. |
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Protective floor
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Protection level |
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| 185.28 | 28.03.2024 |
Graph
Performance
| Rate 22.11.2024 | 1 week | 1 month | 3 months | 2024 | 1 year | 5 years | 10 years |
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| 211.95 SEK | 0.61% | 1.93% | 3.72% | 13.99% | 17.06% | 55.91% | - |
Portfolio distribution 31.10.2024
Geographic breakdown 31.10.2024
