All funds

Handelsbanken Nordiske SMB A1

Equity fund

1 year

Region

Europe

Largest region

Medium

Risk

Cost

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Fondet er aktivt forvaltet og investerer i aksjer utstedt av små og mellomstore bedrifter i Danmark, Finland, Norge og Sverige. Fondet har dermed valutaeksponering mot disse markedene. Enkeltselskapets markedsverdi på investeringsdagen kan ikke overstige 0,5 % av den totale markedsverdien av markedene fondet kan investere i. Hvis vi anser det for å være gunstig for andelseierne, investerer fondet også i større selskaper og unoterte selskaper. 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 Nordiske SMB A1 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
    11 Feb 2015
  • ISIN
    SE0006789806

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

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 99%
    Interest 1%

Portfolio

Shows the fund's largest investments.

  • Scandic Hotels Group AB
    2.7%
  • Alm Brand AS
    2.5%
  • Norbit ASA Ordinary Shares
    2.1%
  • Kesko Oyj Class B
    2.1%
  • Fastighets AB Balder Class B
    2.1%
  • Mowi ASA
    2.1%
  • NKT AS
    2.0%
  • Metso Corp
    2.0%
  • New Wave Group AB Class B
    1.9%
  • Granges AB Shs 144A/Reg S
    1.8%