XACT – Smart funds at a low cost

A change for the better and smarter cannot be stopped or denied. The same holds true for funds. We offer transparent index funds and strategies that are easy to understand and track. Through us, you will find solutions to stock market upturns and downturns, large and small companies, smart beta as well as interest rates. And since all of our XACT funds are traded on the stock market, you can quickly change your portfolio at any time. We think this is smart. Join us in the evolution of the funds for the future! Welcome to XACT – smart funds at a low cost.

SCROLL DOWN

About risk:

Historical yields are not a guarantee of future returns. A fund can both increase and decrease in value and it is not guaranteed that you will recover the entire invested amount. Note that a fund with risk level 5-7, as stated in the fund's fact sheet (KID), can vary greatly in value due to the fund's composition and management methodology. The prospectus, fund rules and KID are available under each fund in the fund unit price list. A summary of investors' rights

Note that Handelsbanken Fonder AB may decide to terminate the arrangements made for the marketing of funds outside Sweden.

Winners in Morningstar Awards for Investing Excellence 2024

When the winners of this year's edition of Morningstar Awards for Investing Excellence 2024 were announced, we were happy to see that two of our funds were awarded prizes:

XACT Norden (UCITS ETF) – Best Nordic Equity Fund

Justification: The award for Best Nordic Equity Fund is once again assigned to XACT Norden for the second consecutive year. Over the past three years, the fund has consistently ranked in the absolute top tier of its category. Novo Nordisk, which has dominated the Nordic markets with outstanding returns in recent years, constitutes 22 percent of the portfolio. The fund holds a five-star Morningstar Rating and a bronze medal rating.

XACT OMXS30 ESG (UCITS ETF) – Best Swedish Equity Fund

Justification: The award for Best Swedish Equity Fund goes to XACT OMXS30 ESG ETF, which has proven to be competitive in terms of risk-adjusted returns. The fund also has a cost advantage over competitors, as it falls within the lowest fee quintile in its category. The portfolio's significant overweight position in Atlas Copco compared to other Sweden funds proved favorable in 2023.

"I am incredibly proud that once again, we receive awards for the management of our exchange-traded funds. Despite tough competition XACT Norden repeats the victory from the previous year. The addition of an award for XACT OMXS30 ESG this year highlights the strength of our offering with our ETFs," says Carl-Henrik Lindberg, CIO Index and ETF at Handelsbanken Fonder.

Vinnare i Morningstar Awards for Investing Excellence 2024

News

Closed primary market for XACT Nordic High Dividend Low Volatility

The market for issuing and redeeming fund units (primary ...

Dividend amount in XACT Nordic High Dividend Low Volatility (UCITS ETF) (November)

The dividend amount of the above stated Exchange Traded Fund is SEK 6.88 per fund unit. SEK 1.72 will be distributed in March...

Dividend amount in XACT Nordic High Dividend Low Volatility (UCITS ETF) (September)

The dividend amount of the above stated Exchange Traded Fund is SEK 6.88 per fund unit. SEK 1.72 will be distributed in March...

View news page

Why ETF?

ETFs (Exchange Traded Funds) combine the best of both worlds - the diversification of an index fund and the liquid trading of a stock.

Equity market

Equities is the asset class that has provided best returns over the long term. Since 1900, returns on Swedish equities have averaged 9.9 per...

Equities is the asset class that has provided best returns over the long term. Since 1900, returns on Swedish equities have averaged 9.9 per cent per year, which after inflation is 6.1 per cent – twice as much as government bonds during the same period. This ranks the Swedish stock market as the fourth best performing market worldwide after Australia, South Africa and the US. However, it only accounts for one per cent of the total capital in all stock markets worldwide. Investing in XACT ETFs means that you in one single investment achieve risk diversification and hence avoid the specific company risk that might otherwise arise from holdings which include just a few individual stocks.

Leverage

XACT Bull and XACT Bear are leveraged ETFs. Leveraged funds behave differently than unleveraged funds and it is therefore important to under...

XACT Bull and XACT Bear are leveraged ETFs. Leveraged funds behave differently than unleveraged funds and it is therefore important to understand how these funds work before you invest. Additional information is available about our leveraged ETFs in the section, “About ETFs”. Leveraged ETFs are only suitable as an investment if you: - understand the characteristics of leveraged products - understand the effects of daily rebalancing - actively work with and continuously monitor your investment portfolio, since leverage causes the value to change faster than equivalent investments without leverage.

Fixed income market

Allocation capital between different asset classes enables you to reduce larger fluctuations in your portfolio. Generally speaking, equities...

Allocation capital between different asset classes enables you to reduce larger fluctuations in your portfolio. Generally speaking, equities benefit from an economic upturn, while fixed income investments tend to provide better returns in a downturn. A fixed income investment therefore provides a good balance to shareholdings and thereby can contribute to a more stable portfolio performance. XACT Obligation offers you the opportunity to add Swedish fixed income investments to your portfolio. The fund is traded in the same way you trade stock, which makes it a good fit in a traditional equity portfolio.