Factsheet and Information Brochure
Factsheet
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Fund rules (174 kB)
Prospectus (1184 kB)
Periodic reports
Marketing material
Brief fund information
Summary SFDR (172 kB)
Handelsbanken Selection Swedish Equities Criteria (B15)
Legal name: Handelsbanken Selection Swedish Equities Criteria (B15 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.
The fund invests in mutual funds or in transferable securities and other financial instruments with exposure to equities issued by companies based in Sweden or traded on a regulated market in Sweden. 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 Enhanced 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
Allokeringsgruppen Responsible: Peter Bolte
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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 |
|---|---|---|---|---|---|---|---|
| 94.72 SEK | -3.18% | - | - | - | - | - | - |