Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (191 kB)
Prospectus (1569 kB)
Periodic reports
Sustainability SFDR (1076 kB)
Annual review (PF) (3182 kB)
Semi-annual report (PF) (197 kB)
Marketing material
Brief fund information
Pre-contractual SFDR
Pre-contractual SFDR (1090 kB)
Handelsbanken Amerika Tema (B9 EUR)
Legal name: Handelsbanken Amerika Tema (B9 EUR)
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 primarily in equities issued by companies in the US as well as in Canada and Mexico. As a result, the fund has a currency exposure to these markets.
The thematic investment strategy provides for investments that occur in a limited area in which development is deemed to result in a structural change to the economy and society. This change provides favorable conditions for companies active within the area to create profitable growth over time.
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).
The thematic investment strategy provides for investments that occur in a limited area in which development is deemed to result in a structural change to the economy and society. This change provides favorable conditions for companies active within the area to create profitable growth over time.
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
Rikard Forssmed Experience in the fund industry 2001. Portfolio Manager since 1 March 2025.
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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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31.10.2025
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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 30.01.2026 | 1 week | 1 month | 3 months | 2026 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 9.06 EUR | -0.77% | -1.74% | -4.33% | -1.74% | -5.45% | - | - |
Portfolio 26.01.2026
Portfolio manager comments — Q4 2025
The US equity market continued to rise during the final quarter of the year, primarily driven by strong performance in the healthcare sector and several semiconductor companies. Within the semiconductor sector, memory companies stood out in particular, supported by strong AI driven demand.
Fund performance benefited from several holdings in the healthcare sector, including Eli Lilly and Thermo Fisher. Exposure to the sector was further increased through the addition of Edwards Lifesciences to the portfolio. Performance was also supported by very strong development in Alphabet, which reported solid quarterly results at the end of October. Lam Research, which was added during the previous quarter, also performed well.
At the same time, performance was weighed down by a number of software companies, such as ServiceNow and Descartes Systems. Weak performance in Uber also had a negative impact, driven by increasing competition from Tesla in autonomous vehicles. The holding in Uber was reduced during the quarter.
New holdings added during the period included the cybersecurity company Palo Alto Networks and the distributor SiteOne Landscaping. Companies divested included Home Depot and Progressive Corp.
The fund continues to hold high quality companies with exposure to structurally strong themes such as re shoring, electrification, and digitalization.