The fund will continue to invest in a combination of the highest yielding and least volatile single stocks but will change to an index which also includes sustainability requirements for the pre-defined universe of the index. This does not result in any substantial change to the fund’s investment policy or risk profile.
The new index excludes companies that violate international norms and conventions with regard to the environment, social issues and corporate governance. It also excludes companies involved in weapons banned under international law as well as companies involved in nuclear weapons. In addition, the fund takes a restrictive position to coal.
For detailed information, refer to the Information Brochure as well as the fund’s new sustainability profile, which is available at www.handelsbanken.se/funds and en.xact.se in conjunction with the change.
Handelsbanken Nordic Smart Beta Index
Handelsbanken Nordic High Dividend Low Volatility Criteria Index (SEK)
The fund rules have been approved by the Swedish financial supervisory authority and the fund rules, fact sheet and information brochure will be available on June 27 2018 at www.handelsbanken.se/fonder and en.xact.se
For further information, please contact:
Pär Nürnberg, VD Xact Kapitalförvaltning AB, 08 - 701 34 05