Handelsbanken Selection Global Equities

Legal name: Handelsbanken Selection Global Equities (A15 SEK)
Equity Fund Registered in Sweden (Non-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.

Fact sheet and documents Print page
Factsheet and Information Brochure
Factsheet 
Target Market
Costs and charges
Fund rules (173 kB)
Prospectus (1192 kB)
Periodic reports
Marketing material
Brief fund information 
Summary SFDR (171 kB)
The fund invests in mutual funds or in transferable securities and other financial instruments with exposure to equities. There are no investment limitations with regard to geography, sector or company size. The fund’s allocation between assets, markets and regions will vary over time. The fund's investments in mutual funds occur primarily in funds within Handelsbanken, but also in funds managed by other fund management companies.

This fund is aimed at customers of Handelsbanken with portfolio management agreement.

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).
Henrik Degrér

Fund manager

Allokeringsgruppen Responsible: Henrik Degrér
Risk: 5/7
Risk  5/7
 
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.
Total Rating™ 
 
Given that the fund has less than three years of performance history, it is not rated.
Read more about the fund's rating
EuapIndicator:1
SFDR
 
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).
   
Sustainability-
rating

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

In percent including distribution in SEK
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Handelsbanken Selection Global Equities (SEK)

Note that benchmark returns, unlike fund returns, do not take distributions into account. As a result, fund returns are higher than they would otherwise be relative to benchmark.

Performance

Rate 20.11.2024 1 week 1 month 3 months 2024 1 year 5 years 10 years
99.28 SEK -2.27% - - - - - -