All funds

Handelsbanken EMEA Tema (A1 NOK)

Equity fund

1 year

Globe

Africa

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Fondet forvaltes aktivt og investerer i aksjer utstedt av selskaper i EMEA-regionen (Øst-Europa, inkludert alle tidligere sovjetrepublikker, Midtøsten og Afrika). Fondet har dermed valutaeksponering mot disse markedene. Den tematiske investeringsstrategien innebærer at investeringer primært skjer i selskaper knyttet til nøye utvalgte, analyserte og langsiktige investeringstemaer, der vi forventer en lang periode med vekst. Eksempler på våre hovedtemaer er demografi, produktivitet, livsstil og miljø. Fondet rapporteres som artikkel 8 i henhold til offentliggjøringsforordningen SFDR (EU-forordning 2019/2088 om bærekraftsrelaterte opplysninger i finanssektoren).
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Investment horizon

  • Handelsbanken EMEA Tema (A1 NOK) is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.

Characteristics

  • Minimum amount
  • Sharpe 3 years
  • Price/NAV

    19 Oct 2025

  • Start date
    11 Feb 2015
  • ISIN
    SE0006800090

Risk

  • Medium (4 of 7)

Morningstar rating

  • The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.

Sustainability

Annual cost

  • Ongoing costs

    Includes management fees of 1,60 %

  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

  • Performance-based fee
  • Transaction costs

  • Costs for any currency exchanges are not included.

Allocation

  • Stocks 97%
    Interest 3%

Portfolio

Shows the fund's largest investments.

  • Naspers Ltd Class N
    8.5%
  • Gold Fields Ltd
    5.5%
  • Emirates NBD PJSC
    5.1%
  • OTP Bank PLC
    3.9%
  • Emaar Properties PJSC
    3.9%
  • National Bank of Greece SA
    3.6%
  • Akbank TAS
    3.4%
  • Abu Dhabi Commercial Bank
    3.2%
  • Capitec Bank Holdings Ltd
    3.1%
  • Absa Group Ltd
    3.0%