Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (188 kB)
Prospectus (1449 kB)
Periodic reports
Sustainability SFDR (867 kB)
Annual review (PF) (3113 kB)
Semi-annual report (PF) (191 kB)
Marketing material
Brief fund information
Summary SFDR (171 kB)
Handelsbanken Global Impact
Legal name: Handelsbanken Global Impact (A1 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 the equity markets worldwide. As a result, the fund has a currency exposure to these markets. The fund invests in companies whose business activities, products or services we consider have, or are expected to obtain, a positive impact on one or several of the 17 Sustainable Development Goals in Agenda 2030 that have been adopted by the UN's Member States.
The thematic investment strategy means that investments are made in a limited area in which growth is expected to result in a structural change to the economy and society. This change provides good conditions to create profitable growth over the long term for companies operating within the thematic area.
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 9 fund pursuant to EU regulation 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR).
The thematic investment strategy means that investments are made in a limited area in which growth is expected to result in a structural change to the economy and society. This change provides good conditions to create profitable growth over the long term for companies operating within the thematic area.
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 9 fund pursuant to EU regulation 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR).
Fund manager
Elias Kayal Experience in the fund industry 2018. Portfolio Manager since 1 March 2025.
|
|
||
|---|---|---|---|
|
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.
|
|
|
||
|---|---|---|---|
|
The fund has sustainable investments as its objective. Accordingly, the fund invests in companies with products and services that are considered as contributing positively to the direct fulfillment of one or several of the targets in Agenda 2030. Refer to the fund's prospectus for additional information. The fund is reported as an Article 9 fund pursuant to EU regulation on sustainability-related disclosures in the financial services sector (SFDR). Read more |
|
31.01.2025
|
|||
|---|---|---|---|
|
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 17.04.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 99.18 SEK | 0.31% | -8.18% | -19.48% | -17.70% | -11.53% | - | - |
Portfolio 16.04.2025
Portfolio manager comments — Q1 2025
Fund performance was negative during Q1 2025, which like Q4 2024 was dominated by volatility after the presidential election and the inauguration of the new US president. Uncertainty about trade tariffs and a more protectionistic US market, together with a weaker performance for hyperscalers after the launch of Deepseek, contributed to the fund’s underperformance relative to the benchmark index*.
This explains why the fund’s overweights in TSMC, Schneider Electronics, and nVent had the most negative impact on the fund during the quarter. The train ticket company Trainline, which simplifies travel in Europe by selling train tickets on its platform, had a negative impact on the fund. This was a result of news from the UK government which is planning to launch a government-supported ticket platform for trains that creates competition against private operators such as Trainline and transforms the railway industry and weakens the company’s earnings outlooks. Based on this development, the holding was sold during the quarter.
The strongest positive contributor to fund returns was the telecom company Airtel Africa, which reported strong growth within data and digital payments – two business areas that play a key role for financial and digital inclusion in Africa.
The specialty insurance company Palomar also contributed positively after a strong quarterly report and further growth in premiums. The Spanish bank BBVA also posted strength in the wake of increased optimism in and towards Europe with the new upcoming stimulus package.
The fund also added three new companies to the portfolio: Irish Uniphar, which offers services within pharmaceutical distribution, medical technology and pharmacy; Japanese Organo, specialists in water purification and waste treatment for industrials and households with significant customers within semiconductors; and McKesson, a US company that is a leader within pharmaceutical distribution and health care technology.
The fund changed its portfolio manager to Elias Kayal on 1 March.
*Solactive ISS ESG Screened Global Markets Index NTR
Portfolio distribution 31.03.2025
Geographic breakdown 31.03.2025
