Handelsbanken Sverige Selektiv (B9 EUR)

Legal name: Handelsbanken Sverige 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.

The fund is actively managed and invests in 16-35 high-quality Swedish companies. The fund's strategy is to create good returns over time through long-term investments.

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

Ulrika Orstadius Experience in the fund industry 2011. Portfolio Manager since 1 November 2022.

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.

About risk

The risk/return indicator illustrates the link between risk and potential returns from an investment in the fund. The indicator is based on the change in the fund’s value over the past 5 years. Given that the fund does not have five years of historical performance, the risk indicator has been estimated based on the fund’s benchmark index (see above under the heading, Objectives and Investment Focus).

This shareclass belongs to category 5, which means there is a medium-high risk for up- and downturns in the net asset value. Category 1 does not mean that the fund is risk-free. The fund's risk indicator can change both upwards and downwards on the scale over time, as the indicator is based on historical data that does not guarantee future risk/returns.

An investment in an equity fund is generally characterized by high risk as the value of the equities can fluctuate significantly over time but also has the potential for high returns.

The indicator primarily reflects the upturns and downturns in the value of the fund’s equity investments and fluctuations in exchange rates.

The indicator reflects the most important risks in the fund but excludes the following material risks:

Given that the fund’s investments are made in a limited number of regions or issuers, the fund normally has a higher risk relative to investments that are allocated with a broader geographical distribution and across a larger number of issuers.

The fund's investment focus means that the fund may have significant exposure to a limited number of equities, which can result in lower liquidity than if the fund had a greater number of holdings. This can impact the fund's ability to manage significant outflows at a relatively low cost.

This product does not provide any protection from future market performance. You could therefore lose some or all of your investment.

Additional information about the risks may be found in the prospectus available at www.handelsbanken.se/funds.

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

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).

31.01.2025

Sustainability-
rating

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.

About Sustainabilty rating

The fund complies with the UN Principles for Responsible Investments.

The EU’s SFDR regulation (regulation 2019/2088 on sustainability-related disclosures in the financial services sector) was implemented in 2021 and provides for a standardization in the sustainability reporting for mutual funds. This has reduced the need for other sustainability labels. Accordingly, Handelsbanken Fonder has chosen to remove the fund’s Nordic Swan ecolabel license from December 17.

Graph

Performance

Monthly savings

In percent including distribution in EUR

2025

1 year

3 years

5 years

10 years

Handelsbanken Sverige Selektiv (B9 EUR) (EUR)

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.

Compare funds

Historical rates

Performance

Rate 17.04.2025	1 week	1 month	3 months	2025	1 year	5 years	10 years
8.99 EUR	2.28%	-11.34%	-	-	-	-	-

Portfolio 16.04.2025

Portfolio manager comments — Q1 2025

Fund performance was largely unchanged in Q1 2025. Volvo, SEB and Afry were among the strongest positive contributors in the period. Volvo and Afry posted strength after delivering convincing quarterly reports, while SEB rose in line with the bank sector overall due in part to its strong domestic exposure. Novo Nordisk, Beijer Ref and Autoliv had a negative impact in the period. Novo Nordisk was weighed down by a weaker trend for prescriptions in the US, Beijer Ref posted weak performance in line with the manufacturing sector overall, and Autoliv was negatively affected by market concerns about possible tariffs between the US and Mexico.

During the quarter, the fund increased its holdings in Sandvik and Essity, where valuations are considered to be attractive. At the same time, we decreased the exposure in Volvo due to a slight increase in uncertainty, while we took profits in Handelsbanken after strong share price performance.

We continue to focus on investee companies that have sustainable business models and competitive offers with resilient and profitable growth.

Portfolio distribution 31.03.2025

Svenska Handelsbanken AB (PLC)

Historical yields are not a guarantee of future returns. The money you invest in a fund can both increase and decrease in value and it is not guaranteed that you will recover the entire invested amount.
Handelsbanken does not assume liability for any errors in the information.

Handelsbanken's funds are classified in seven risk classes, 1 for the lowest risk and 7 for the highest risk.