Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (161 kB)
Prospectus (1351 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 (167 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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31.10.2024
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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 21.11.2024 | 1 week | 1 month | 3 months | 2024 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 122.64 SEK | -2.91% | -5.84% | -2.46% | 7.64% | 19.11% | - | - |
Portfolio 16.10.2024
Portfolio manager comments — Q3 2024
Fund performance was positive and the fund rose 5% in SEK during Q3, with the strongest upturns posted in July and September. The quarter was marked by drama, particularly at the end of July and at the beginning of August when the Japanese equity market fell by over 25% in just a few weeks. Despite this downturn that pulled other stock markets with it, the period closed with rising share prices. The holdings that made the strongest contributions to the fund’s excess returns included the animal health company Vimian (+36%), Ericsson (+17%), the helmet technology company Mips (+30%), Balder (+23%) and the gaming developer Paradox (+27%). Positions that weighed on the performance included Stillfront (-35%), Electrolux Professional (-5%), MTG (-8%) and Hexagon (-9%). The fund made new investments in Securitas, Sinch and SOBI, and the existing holdings in EQT, Assa Abloy and Handelsbanken posted the most strength. The holdings in Nokia and Engcon were sold and the positions in Swedbank, H&M, Investor and AstraZeneca had the largest decrease monetarily.
We are facing an exciting autumn, with factors such as the US election, geopolitical unrest, and expectations for sharp cuts to interest rates from the central banks worldwide. At the same time, the global economy is showing signs of a slowdown. Given current valuation levels, we expect performance in the equity market to be more sideways going forward. We see the greatest potential for returns in companies with stable valuations and companies that were negatively affected by the pandemic in recent years and where there is an unmet need among customers. In addition, we believe that the Swedish economy will show a stronger growth than the rest of the world during the upcoming year.
Portfolio distribution 31.10.2024
Geographic breakdown 31.10.2024
