Performance (SEK)
Overview
The fund invests in companies associated with European infrastructure and resilience. The investments are made in companies that ensure basic functions in a society, such as transport, communication, energy, water, defense, health care, social security buildings and property structure. The fund is rules-based and systematically managed, which means that the fund uses a clearly-defined systematic model for the selection and weighting of companies in the fund. Information about the sustainability criteria and the sectors excluded by the fund is described in the prospectus. The Fund Management Company applies two main levels of exclusion: Basic and Enhanced. For this fund, the Basic exclusion level applies.
Total fee
0.69%
Risk
Medium Risk (4 of 7)
SFDR
Article 8 - Promotes environmental and social characteristics
Fund Rating
The fund has no Fund Rating
Asset manager
Caroline Mebius
Portfolio Manager since 04/10/2023
Experience in the fund industry 01/01/2000
Trade information
NAV
128.45 SEK (05/05/2026)Quoting and trading
Daily
Cut-off time for trading
15:30
Money is deducted from the account when buying
Direct
Appears on the fund when buying
Next bank day
Appears on the account when selling
1 bank day
Minimum starting amount/purchase amount
10 SEK
Minimum monthly savings
100 SEK
Fund type
100% of the fund's holdings analyzed
Updated 31/03/2026
Industries
99.16% of the fund's holdings analyzed
Updated 31/03/2026
Style
99.02% of the fund's holdings analyzed
Updated 31/03/2026
Fees
Total fee
0.69%
Mgmt. fee
0.60%
Other costs
0.01%
Transaction costs
0.08%
Other fees
-
Risk
Risk
Medium Risk (4 of 7)
Total Risk
-
Total Risk and index
-
Active risk
-
Information ratio
-
Sharpe Ratio 3y
-
Sharpe ratio and index
-
Risk metrics are lacking because the fund/share class has less than three years of performance history.
Annual performance
| Performance | Fund | Index* |
|---|---|---|
| 2026 | 4.98% | 5.32% |
| 2025 | 5.02% | 5.23% |
| 2024 | 2.91% | 3.04% |
| 2023 | - | - |
| 2022 | - | - |
| Avg. per. | Fund | Index* |
|---|---|---|
| 2 year | 4.38% | 4.69% |
| 3 year | - | - |
| 5 year | - | - |
| 10 year | - | - |
Calculated on the fund's monthly closing price. Updated 31/03/2026
Fund facts
Country of origin
Sweden
Main category
Equity fund
Sub category
Branschfond, infrastruktur
Fund company
Handelsbanken Fonder AB
Fund manager
Caroline Mebius
Start date of the fund
04/10/2023
Start date of the share class
04/10/2023
Share Class
A1 SEK
Fund assets
1,353 MSEK
Currency
SEK
Trading currency
SEK
Instrument group
incomplete
UCITS
Yes
ISIN
SE0020551687
PPM
No
Complaints URL
Tobias Garner (klagomal@handelsbanken.se)
Benchmark index
Solactive GPR ESG Scr Glb Infrastructure