All funds

Handelsbanken USA Index Criteria A1 NOK

Index fund

1 year

Globe

USA

Largest region

Medium

Risk

Annual costs

Morningstar

 

Yes 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Fondet er et indeksfond som følger Solactive ISS ESG Screened Paris Aligned USA, med mål å gi en avkastning så nært som mulig i samsvar med avkastningen i indeksen. Indeksens formål er å gjenspeile utviklingen av aksjemarkedet i USA, med unntak av de selskapene som ikke møter bærekraftsmålene til indeksen. Fondet rapporteres som artikkel 9 i henhold til offentliggjøringsforordningen SFDR (EU-forordning 2019/2088 om bærekraftsrelaterte opplysninger i finanssektoren).
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Investment horizon

  • Handelsbanken USA Index Criteria A1 NOK is a Index 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
    11 Feb 2015
  • ISIN
    SE0006800157

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 0,20 %

  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

  • Performance-based fee
  • Transaction costs

  • Costs for any currency exchanges are not included.

Allocation

  • Stocks 100%
    Interest 0%

Portfolio

Shows the fund's largest investments.

  • NVIDIA Corp
    7.5%
  • Microsoft Corp
    7.4%
  • Apple Inc
    6.8%
  • Meta Platforms Inc Class A
    3.4%
  • Broadcom Inc
    2.9%
  • Alphabet Inc Class A
    2.8%
  • Alphabet Inc Class C
    2.4%
  • JPMorgan Chase & Co
    1.8%
  • Berkshire Hathaway Inc Class B
    1.4%
  • Eli Lilly and Co
    1.4%