Handelsbanken Nanocap Sverige

The fund is actively managed, which means that the portfolio manager takes active, independent investment decisions. The objective of the fund is to attain returns over the long term that exceed the returns of the underlying market, which is defined as the benchmark index. The fund is a non-UCITS fund, which means, for example, that it differentiates itself from a securities fund by concentrating holdings to a limited number of companies as well as by holding a significant proportion of unlisted companies.

Fund returns are determined by how the fund's investments in equities increase or decrease in value. The fund invests in equities issued by small companies in Sweden. A Swedish company refers to a company headquartered in Sweden or a company that is admitted to trading on a regulated market or other marketplace in Sweden. However, the fund may invest up to an equivalent of a maximum of 10 percent of the fund’s value in small caps headquartered in another Nordic country or that are admitted to trading on a regulated market or other marketplace in the Nordics. Small caps refer to companies with market values at the time of the investment that do not exceed the market value of the largest company in the fund’s benchmark index. Irrespective of the stated criteria, the fund may hold such financial instruments that have been included in the fund due to a previous holding, such as a result of an acquisition, spin-off or other corporate events. Depending on the market situation, the liquidity or with significant flows, the fund may invest the entire fund capital in fund units, in interest-bearing financial instruments, or in liquid assets.

International norms and guidelines for the environment, social responsibility and corporate governance are taken into consideration within the scope of the fund’s investment focus. The fund applies an exclusion strategy for companies operating within the fossil fuels, military equipment, tobacco, cannabis, alcohol, commercial gambling and pornography segments/sectors. However, the fund may invest in companies or funds that invest in companies involved in power generation, distribution or services related to fossil fuels in those cases where the company is deemed to be transitioning its operations to more renewable energy.

The fund may use derivative instruments, including OTC derivatives, as part of the fund’s investment focus.

We compare the fund's performance with SIX SRI Sweden Nano All Index Gross return SEK. As the fund is actively managed the performance will over time deviate from this index.

Additional information about the sustainability work and the management in relation to the funds benchmark index and risk level, may be found in the prospectus.

Recommendation: This fund may not be suitable for investors who plan to withdraw their money within 5 years.