All funds

Handelsbanken Japan Tema (A1 NOK)

Equity fund

1 year

Region

Japan

Largest region

High

Risk

Cost

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

    04 Jun 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

Costs

  • Ongoing costs

    Includes management fees of 1,60 %

  • Platform fee
  • Kickback fee
  • Annual running costs
  • Performance-based fee

  • Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.

Allocation

  • Stocks 95%
    Interest 5%

Portfolio

Shows the fund's largest investments.

  • Mitsubishi UFJ Financial Group Inc
    5.7%
  • Sony Group Corp
    4.6%
  • Hitachi Ltd
    4.4%
  • Sumitomo Mitsui Financial Group Inc
    4.0%
  • Tokio Marine Holdings Inc
    3.8%
  • Toyota Motor Corp
    3.7%
  • Keyence Corp
    3.5%
  • Recruit Holdings Co Ltd
    3.2%
  • Tokyo Electron Ltd
    2.8%
  • Nintendo Co Ltd
    2.5%