Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Prospectus (1354 kB)
Periodic reports
Marketing material
Brief fund information
Handelsbanken Europa Selektiv (B9 EUR)
Legal name: Handelsbanken Europa Selektiv (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.
Objectives and Investment Policy
The fund is actively managed, which means that the portfolio manager takes active, independent investment decisions. The long term objective of the fund is to exceed the returns of the underlying market, defined as the benchmark index.
Fund returns are determined by how the fund's investments in equities increase or decrease in value. The fund invests over the long term in 16-35 European companies.
Our focus is on constructing a portfolio of high-quality companies with a variety of drivers and good outlooks for reasonable valuations.
International norms and guidelines for the environment, social responsibility and corporate governance are taken into consideration within the scope of the fund’s investment focus. The fund applies an exclusion strategy for companies operating within the fossil fuels, military equipment, tobacco, cannabis, alcohol, commercial gambling and pornography segments/sectors. However, the fund may invest in companies or funds that invest in companies involved in power generation, distribution or services related to fossil fuels in those cases where the company is deemed to be transitioning its operations to more renewable energy.
The fund may invest in derivative instruments as part of its investment focus. The fund may invest a maximum of 10% of the fund capital in fund units.
We compare the fund's performance with Solactive ISS ESG Screened Europe Index NTR. As the fund is actively managed the performance will over time deviate from this index.
The share class normally distributes dividends in March each year. The objective is to annually distribute 3,5% of the value of the units at the time of the Management Company’s decision about distributions. However, distributions can be both higher and lower. Normally, you may purchase and sell fund units every banking day.
Additional information about the sustainability work, the share class designation in parentheses and the management in relation to the funds benchmark index and risk level, may be found in the prospectus.
Recommendation: This fund may not be suitable for investors who plan to withdraw their money within 5 years.
Performance
In percent including distribution
The bar chart above shows the fund’s historical performance in EUR, net of fees. If the fund pays dividends, performance is calculated with the distribution added back. Inflation has not been taken into account.
| Performance | Fund 1 | Index 2 |
|---|---|---|
| 2025 | - | - |
| 2024 | - | - |
| 2023 | - | - |
| 2022 | - | - |
| 2021 | - | - |
| Average. perf. | Fund 1 | Index 2 | 2 years | - | - |
|---|---|---|
| 3 years | - | - |
| 5 years | - | - |
| 10 years | - | - |
Distribution
| Distribution of fund profits |
|---|
Style Box™ 31.12.2024
Facts
| Fund Facts | |
|---|---|
| Fund managed by | David Cederberg |
| Country of registration | Sweden |
| Main category | Equity Fund |
| Sub category | Europe |
| Fund, date of launch | 17.10.2014* |
| Share class, date of launch | 22.01.2025 |
| Fund assets | - |
| Reporting Currency | EUR |
| Trading Currency | - |
| Instrument category | Uncomplicated |
| UCITS | Yes |
| ISIN | SE0023439831 |
| Short name | ESA9B |
| Available for sale | Sweden |
| Fund Company Facts | |
|---|---|
| Management Company | Handelsbanken Fonder AB |
| Approval of fund operations | 06.05.1991 |
| Other approvals |
Discretionary Asset Management Manager of Alternative Investment Funds (AIFs) Provide investment advice Receive and forward orders
|
| Custodian Institution | J. P. Morgan SE - Stockholm Bankfilial |
| Legal domicile of fund | Stockholm, Sweden |
| Regulation Authority | Swedish Financial Supervisory Authority |
| Auditor | PricewaterhouseCoopers |
| Complaints Manager | Jörgen Larson |
* The fund's historical price prior to the launch date is attributed to the merger between Placeringsfonden Handelsbanken Europa Selektiv (Finland) and Handelsbanken Europa Selektiv (Sweden), which occurred on 17 October 2014. The investment focus will be unchanged after the merger and Handelsbanken Fonder AB (Sweden) will remain as the management company after the funds' merger.