Factsheet and Information Brochure
Factsheet
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Fund rules (165 kB)
Prospectus (1621 kB)
Periodic reports
Sustainability SFDR (1088 kB)
Annual review (PF) (3193 kB)
Semi-annual report (PF) (193 kB)
Marketing material
Brief fund information
Summary SFDR (167 kB)
Pre-contractual SFDR
Pre-contractual SFDR (1146 kB)
Handelsbanken Sverige (B1 SEK)
Legal name: Handelsbanken Sverige (B1 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 and invests in equities issued by companies in Sweden. The fund also has the option of investing a maximum of 10% of the fund capital in companies headquartered in other European countries.
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
Mattias Nilsson Experience in the fund industry 1997. Portfolio Manager since 14 February 2022.
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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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31.12.2025
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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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31.10.2025
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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 03.02.2026 | 1 week | 1 month | 3 months | 2026 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 127.19 SEK | -0.76% | -0.12% | 0.17% | -0.65% | 0.23% | 5.97% | - |
Portfolio 26.01.2026
Portfolio manager comments — Q4 2025
The fund delivered positive performance during the final quarter of the year, rising by 5.65% in SEK, although returns were lower than the benchmark index*. The primary drivers of relative performance were the two profit warnings from Truecaller and Surgical Science, whose shares fell by 53% and 63%, respectively. Excluding these events, the fund’s return would have exceeded the index.
The largest positive contributions came from Volvo Cars, which performed very strongly following a quarterly report in which profitability clearly exceeded market expectations. Consumer‑related companies such as Rusta, RVRC, and Synsam also contributed significantly to performance. A stronger consumer and a weaker US dollar support continued earnings growth for these companies. EQT also contributed positively, and we view the company as an attractive alternative to the banking sector.
During the year, the fund maintained a deliberate exposure to mid‑cap companies, which has acted as a headwind as this segment has underperformed the largest companies. This was also the case during the fourth quarter. However, we believe that a combination of stronger earnings growth and attractive valuations supports improved performance ahead, particularly relative to the banking and industrial sectors.
Regarding portfolio changes, the fund participated in the initial public offering of Verisure during the period. Other investments included Epiroc, SSAB, Instalco, and Traton, all of which are expected to benefit from an improving economic environment in Europe.
Among the most notable divestments were SKF, Ericsson, Sandvik, and Autoliv, where strong share price performance has limited future potential. For risk‑management purposes, the fund also invested in Nordea and reduced holdings in H&M, Volvo Cars, and EQT.
* SIX Sweden SRI Index GI
Portfolio distribution 31.12.2025
Geographic breakdown 31.12.2025
