Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (179 kB)
Prospectus (1288 kB)
Periodic reports
Sustainability SFDR (882 kB)
Annual review (PF) (2836 kB)
Semi-annual report (PF) (202 kB)
Marketing material
Sustainability profile
Brief fund information
Summary SFDR (170 kB)
Handelsbanken Hållbar Energi (A9 SEK)
Legal name: Handelsbanken Hållbar Energi (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 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 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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31.10.2024
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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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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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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 |
|---|---|---|---|---|---|---|---|
| 150.29 SEK | 0.37% | -5.48% | -2.14% | -8.10% | -1.64% | - | - |
Portfolio 16.10.2024
Portfolio manager comments — Q3 2024
Fund performance was positive and the fund rose 6.5% in SEK during Q3. In general, the company reports were stronger than previously, with an average result that exceeded expectations. Several segments contributed strongly to performance, most notably companies that contribute with efficiencies within industrials as well as wind power companies, while segments for solar energy posted weakness. Enovix, a pioneer within batteries related to energy density, was the strongest performer in the period. The company has begun scaling up its battery production and announced that they have concluded agreements with a number of major customers. Cadeler, which installs offshore wind turbines, and TSMC, a world leader within the development of semiconductors, were also strong contributors. On the negative side was Array, which manufactures solar tracking systems for solar power plants. Despite a strong report, the equity has been volatile due to concerns about project delays. The salmon company Bakkafrost and Shoals, a developer of electrical systems for solar power plants, also posted weakness.
The rapidly growing usage of AI and the extensive expansion of data centers with high capacity is an area that has received increased attention and results in greater demands on electrical energy. This has highlighted the need for strengthening the electrical grid and infrastructure, as well as enhancing the energy capacity from cost-effective energy sources like solar and wind power that can be expanded rapidly. The fund has dozens of investments that benefit in particular from this trend and these positions were increased slightly during the period.
The fund also changed its benchmark index to one that more effectively reflects the trends within the segment without impacting the fund management, focus or the long-term ambitions.
Portfolio distribution 31.10.2024
Geographic breakdown 31.10.2024
