Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (188 kB)
Prospectus (1285 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 (141 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.
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.
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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31.05.2024
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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 22.07.2024 | 1 week | 1 month | 3 months | 2024 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 119.89 SEK | -0.73% | 5.19% | 8.62% | 19.76% | - | - | - |
Portfolio 11.07.2024
Portfolio manager comments — Q2 2024
The fund’s positive performance continued during Q2 and the fund rose almost 2.5% in SEK, driven primarily by changes in equity prices. However, the strengthening of the SEK against key currencies such as the Japanese yen (JPY) and the USD slightly diminished returns in SEK.
The drivers from Q1 continued to have an impact during Q2. Equities linked to AI as a structural driver continued to outperform. The fund’s investment in TSMC is one of the equities that benefits from this trend. TSMC was also the strongest contributor to returns during the quarter. Apple presented its first targeted user-centric AI products that focus on the protection of privacy with smaller models that are often seemingly capable of being run on the users’ own device. Apple also contributed positively to returns. However, the micro loan company ASA International was the strongest contributor to returns, although the contribution was limited due to the small position in the portfolio.
Wise posted the weakest performance among the portfolio companies after the company’s outlooks did not meet market expectations. We believe that Wise’s internal infrastructure for payments between countries is in a very good position for reducing costs and complexities for its customers and should provide strong returns to shareholders over time.
The fund added a number of new investments during the quarter. Tobii Dynavox is a Swedish medtech company within advanced communication assistance with eye trackers, speech generation and symbol-based language and an education platform for teachers. The company is a market leader and their products are used by individuals with spinal cord injuries, ALS and autism. An estimated 50 million people need communication assistance and only 2% of these actually have access this assistance. We also added Spanish BBVA within the financial inclusion theme as well as Japanese JR Central and German Infineon within the energy effectiveness theme.
Portfolio distribution 30.06.2024
Geographic breakdown 30.06.2024
