Factsheet and Information Brochure
Factsheet
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Fund rules (161 kB)
Prospectus (1382 kB)
Periodic reports
Sustainability SFDR (928 kB)
Annual review (PF) (2860 kB)
Semi-annual report (PF) (195 kB)
Marketing material
Brief fund information
Summary SFDR (145 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.
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).
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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30.06.2024
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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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31.05.2024
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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 22.07.2024 | 1 week | 1 month | 3 months | 2024 | 1 year | 5 years | 10 years |
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| 128.49 SEK | 0.22% | 2.11% | 7.59% | 12.77% | 20.29% | - | - |
Portfolio 11.07.2024
Portfolio manager comments — Q2 2024
Fund performance was positive in Q2 and the fund rose almost 2% in SEK. The market continued its upward trend after the strong start to the year with prices driven by report results in April and May that were sufficiently strong to increase the risk appetite further, despite moderate revisions to earnings for the full year and a stabilization of the US long-term rate. The index fell slightly in June when investors gradually became concerned about a potential economic slowdown in the US, together with political uncertainty in France.
Truecaller, Ericsson, AstraZeneca and the consultancy companies Sweco and Afry were among the strongest contributors to returns in the period, while the consumer companies RVRC, Thule and Rusta as well as the heating pump company Nibe had a negative impact.
The fund increased holdings primarily in Essity and Nibe in the period and also made a new investment in Nokia. The holdings in the cyclical companies Boliden and StoraEnso were sold due to strong share price performance and uncertainty about economic outlooks, while the position in SCA was significantly reduced.
As with the outset of Q1, we believe that further upturns in share prices must be driven by earnings rather than higher valuation multipliers. This can occur through an upward adjustment to earnings forecasts and/or that investors begin focusing on profits for 2025, which are expected to grow by approximately 10% relative to this year’s profits. We also see signs that the upturn in the stock market is widening, with additional companies that manage to capture the attention of investors, which should benefit fund performance.
Portfolio distribution 30.06.2024
Geographic breakdown 30.06.2024
