Handelsbanken Amerika Småbolag (A1 NOK)
Equity fund
1 year
USA
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Details
- "Fondet er aktivt forvaltet og investerer i aksjer utstedt av amerikanske, kanadiske og meksikanske små og mellomstore selskaper, eller i slike små og mellomstore selskaper som har minst 50 % av sin virksomhet i disse landene. Investeringene skal gjøres i selskaper med en markedsverdi på investeringstidspunktet som ikke overstiger markedsverdien til den største bestanddelen i fondets referanseindeks. Fondet rapporteres som artikkel 8 i henhold til offentliggjøringsforordningen SFDR (EU-forordning 2019/2088 om bærekraftsrelaterte opplysninger i finanssektoren)."
Investment horizon
- Handelsbanken Amerika Småbolag (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
- NAV/Price
01 Oct 2026
- Margin rate
- Start date06 Dec 2018
- ISINSE0011336890
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
- SustainabilityPartial
Annual cost
- Ongoing costs
Includes management fees of 1,50 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 99%Interest 1%
Portfolio
Shows the fund's largest investments.
- Dollar General Corp2.6%
- Jack Henry & Associates Inc2.6%
- Halozyme Therapeutics Inc2.5%
- Crown Holdings Inc2.5%
- Service Corp International2.4%
- Pinnacle Financial Partners Inc2.4%
- UMB Financial Corp2.4%
- EastGroup Properties Inc2.3%
- Cavco Industries Inc2.3%
- Houlihan Lokey Inc Class A2.3%