Factsheet and Information Brochure
Factsheet
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Fund rules (188 kB)
Prospectus (1286 kB)
Periodic reports
Sustainability SFDR (867 kB)
Annual review (PF) (2806 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
Kristoffer Eklund Experience in the fund industry 2008. Portfolio Manager since 1 December 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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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 |
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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 |
|---|---|---|---|---|---|---|---|
| 122.32 SEK | -1.10% | 1.66% | 5.76% | 22.19% | - | - | - |
Portfolio 16.10.2024
Portfolio manager comments — Q3 2024
Fund performance was marginally positive during the quarter. The primary reason for the weak performance was the fund’s investment in Dexcom, which is a market leader within continuous glucose monitoring. The company reported weaker than expected results and is showing both internal problems as well as struggles with competition that is becoming more challenging. Consequently, the equity fell almost 40% on the reporting date. Despite a strong reaction, we did not increase the holding, as uncertainties about the future remained after the report. The fund’s holdings in Novo Nordisk and Microsoft posted weakness during the quarter. On the positive side, Iron Mountain posted strength after strong results and momentum from investments in data centers. The healthcare companies Chugai, UNH and Samsung Biologics also showed strong share price performance. Lastly, the HVAC company Carrier performed strongly and was a significant contributor to fund returns.
During the quarter we added a new holding, TrainLine, which is a train ticket platform that is gaining market share as the train markets in Europe are being deregulated and facing competition. The main advantage of the company is its simplicity and user-friendliness compared to its competitors. According to its own research, much of this is due to the user-friendliness, which has a significant impact on the extent to which trains can replace other forms of transportation, such as automobiles or planes, which in turn impact greenhouse gas emissions. We also participated in the purchase of equities when Sabesp, the water and sanitation company in São Paulo, Brazil, was privatized. The equity was sold below the market price and has continued to perform positively after the initial purchase. The company is a key actor for creating the conditions for good health and improved quality, as well as access to clean water in São Paulo. Lastly, we also invested in the US healthcare company Organon, which is a market leader within several segments related to women’s health, including fertility.
Portfolio distribution 31.10.2024
Geographic breakdown 31.10.2024
