Factsheet and Information Brochure
Factsheet
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Fund rules (176 kB)
Prospectus (1397 kB)
Periodic reports
Marketing material
Brief fund information
Summary SFDR (173 kB)
Handelsbanken Sverige LM Index (A9)
Legal name: Handelsbanken Sverige LM Index (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 is an index fund with the objective to follow the performance of the Solactive ISS ESG Screened Select Sweden Index as closely as possible. The index aims to reflect the 100 largest and most-traded equities on the Nasdaq OMX Stockholm Exchange (Stockholm stock exchange), excluding those companies that do not meet the sustainability requirements of the index.
For this fund, the fund company's Basic exclusion level applies. For information about sectors that the fund excludes, see the Detailed information tab.
The fund is reported as an Article 8 fund pursuant to EU regulation 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR).
Fund manager
Anders Dolata Experience in the fund industry 1994. Portfolio Manager since 9 October 2024.
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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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The fund does not have a sustainability rating. This can in part be due to that fund has not had a fund portfolio in which 67% of the holdings have been able to be analyzed over the most recent 12 months. Another reason can be that there are fewer than 30 funds in the same global Morningstar category that could be evaluated pursuant to the above. The rating is developed by the independent fund information company Morningstar. 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 |
|---|---|---|---|---|---|---|---|
| 96.42 SEK | -0.26% | -2.46% | - | - | - | - | - |
Portfolio distribution 31.10.2024
Geographic breakdown 31.10.2024
