Sustainability and Corporate Governance Report 202
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IN-DEPTH REPORT – HANDELSBANKEN FONDER Our funds
Our funds have different opportunities and use different methods to integrate sustainability in their investment processes. Common to all our funds is that sustainability is an integral part of investment analysis and decisions. Funds Hållbar Energi PRI Sustainability analysis Positive screening Sustainable investments as goal2 Carbon reduction as goal2 Possibility to include companies in transition Direct dialogue Pooled engagement Voting Serving on nomination committees Negative screening, companies that violate international norms Negative screening, controversial sectors 1 Some funds intended for the Norwegian market and certain ETFs do not fully apply negative screening for controversial sectors. 2 Article 9 fund, a so-called dark green fund. Handelsbanken Hållbar Energi: actively managed equity fund, includes companies that help to limit global warming. Handelsbanken Hållbar Global Obligation: actively managed fixed income fund, includes bonds specifically issued for the purpose of financing any of the 17 SDGs. Handelsbanken Hälsovård Tema: actively managed thematic equity fund, includes companies in the health care sector. The health care sector refers to pharmaceuticals, medical technology, biotechnology, services and other health-related sectors. XACT Sverige (UCITS ETF): Nordic Swan Ecolabel exchange-traded index fund (ETF) that aims to track the performance of the SIX Sweden ESG Selection Index GI index as closely as possible. XACT Norden (UCITS ETF): Nordic Swan Ecolabel exchange-traded index fund (ETF) that aims to track the performance of the SIX Handelsbanken Nordic ESG Index as closely as possible. Global Dynamisk 90: The fund is a rules-driven fund that uses a dynamic management technique. The fund takes sustainability into account in its management. Companies that do not meet defined sustainability requirements must not be included in the fund. See page 70 for our definitions of the different terms. Information about risk Past performance does not predict future returns. The value of the money invested in the fund can increase or decrease and there is no guarantee that all of your invested capital can be redeemed. The fund’s prospectus (“Informations broschyr”), fund rules and KIID are available at handelsbanken.se/funds. Hållbar Global Obligation Hälsovård Tema XACT Norden (UCITS ETF) XACT Sverige (UCITS ETF) Active equity Global Dynamisk 90 and fixed income funds Active mixed funds1 Passive funds1 Categories of funds Passive funds PAB index Passive mixed funds 63 Exclusion Engagement Inclusion Sustainability integration