Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (159 kB)
Prospectus (1472 kB)
Periodic reports
Sustainability SFDR (1019 kB)
Annual review (PF) (2990 kB)
Semi-annual report (PF) (210 kB)
Marketing material
Brief fund information
Summary SFDR (176 kB)
Handelsbanken Global Högutdelande Criteria (A9 EUR)
Legal name: Handelsbanken Global High Dividend Low Volatility Criteria (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 an index fund and aims to follow the development of the index Solactive ISS ESG Global High Dividend Low Volatility index. The fund invests in companies, in the global stock markets, with high dividend and low volatility. Given that investments are made in foreign equities denominated in currencies other than the fund's base currency, fund investments are associated with currency risk.
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
Stefan Hagman Experience in the fund industry 1998. Portfolio Manager since 11 March 2020.
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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 |
|---|---|---|---|---|---|---|---|
| 14.55 EUR | -0.27% | 0.21% | 6.13% | 13.76% | 18.20% | - | - |
Portfolio distribution 31.10.2024
Geographic breakdown 31.10.2024
