Handelsbanken USA Index Criteria A1 NOK
Index fund
1 year
USA
Largest region
Medium
Risk
Cost
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).
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
04 Jun 2025
- Start date11 Feb 2015
- ISINSE0006800157
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
- SustainabilityYes
Costs
- Ongoing costs
Includes management fees of 0,20 %
- 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 100%Interest 0%
Portfolio
Shows the fund's largest investments.
- Microsoft Corp7.4%
- Apple Inc6.5%
- NVIDIA Corp6.4%
- Meta Platforms Inc Class A3.3%
- Broadcom Inc2.6%
- Alphabet Inc Class A2.4%
- Alphabet Inc Class C2.2%
- JPMorgan Chase & Co1.7%
- Berkshire Hathaway Inc Class B1.6%
- Eli Lilly and Co1.6%