All funds

Handelsbanken Japan Tema (A1 NOK)

Equity fund

1 year

Globe

Japan

Largest region

High

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Fondet er aktivt forvaltet og investerer i aksjer utstedt av selskaper i Japan. Fondet har dermed valutaeksponering mot dette markedet. Den tematiske investeringsstrategien innebærer at det investeres i et begrenset område hvor utviklingen vurderes å medføre en strukturell endring i økonomi og samfunn. Denne endringen gir bedrifter som er aktive innen det aktuelle området gode forutsetninger for å skape lønnsom vekst over tid. 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 Japan 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

    10 Sept 2025

  • Start date
    07 Mar 2016
  • ISIN
    SE0007756812

Risk

  • High (5 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 96%
    Interest 4%

Portfolio

Shows the fund's largest investments.

  • Mitsubishi UFJ Financial Group Inc
    5.3%
  • Sony Group Corp
    4.8%
  • Hitachi Ltd
    4.0%
  • SoftBank Group Corp
    3.9%
  • Sumitomo Mitsui Financial Group Inc
    3.8%
  • Tokio Marine Holdings Inc
    3.6%
  • Nintendo Co Ltd
    3.0%
  • NEC Corp
    2.8%
  • Keyence Corp
    2.8%
  • Terumo Corp
    2.4%