Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (186 kB)
Prospectus (1350 kB)
Periodic reports
Sustainability SFDR (896 kB)
Annual review (PF) (2839 kB)
Semi-annual report (PF) (192 kB)
Marketing material
Brief fund information
Summary SFDR (172 kB)
Handelsbanken Global Infrastruktur (A9 SEK)
Legal name: Handelsbanken Global Infrastruktur (A9 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 invests in companies associated with infrastructure within the global equity markets. The investments are made in companies that ensure basic functions in a society, such as transport, communication, energy, water and waste management. The fund is rules-based and systematically managed, which means that the fund uses a clearly-defined systematic model for the selection and weighting of companies in the fund.
For this fund, the fund company's Enhanced exclusion level applies. For information about sectors that the fund excludes, see the Detailed information tab.
Fund manager
Caroline Mebius Experience in the fund industry 2009. Portfolio Manager since 4 October 2023.
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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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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 22.11.2024 | 1 week | 1 month | 3 months | 2024 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 119.38 SEK | 1.88% | 1.20% | 5.90% | 9.69% | 13.24% | - | - |
Portfolio distribution 31.10.2024
Geographic breakdown 31.10.2024
