XACT OMXS30 – sustainability orientation and name change

Report this content

We are changing the fund rules for XACT OMXS30 (UCITS ETF), an exchange-traded fund. You do not need to take any action as a result of the changes, which will enter into force on July 1, 2021.

Change to index with sustainability criteria
The fund will be switching to an index with sustainability criteria for the companies included in the index. This does not lead to any significant change in the fund’s investment focus or risk level, nor does it result in any costs for you as an investor.

The fund’s new index consists of a selection of the 30 most-traded equities on Nasdaq Stockholm that fulfil the selected sustainability criteria. Due to the criteria, companies with high sustainability ratings will be included in the index, while companies involved in verified violations of international norms and conventions as well as companies that are active within controversial sectors will be excluded from the index. More detailed information will be provided in the Prospectus and the fund’s new sustainability profile, which will be available at www.xact.se and www.handelsbanken.se/funds in conjunction with the change. On June 15, 2021, Handelsbanken Fonder AB signed an agreement with Nasdaq regarding the new index.

Index prior to change:        OMXS30™

Index after change:            OMX Stockholm 30 ESG Responsible Index™ (OMXS30ESG)

New fund name

As a result of the change to the index, the fund name will be changed to XACT OMXS30 ESG (UCITS ETF).

New fund rules
All of the changes have been approved by the Swedish Financial Supervisory Authority. As of July 1, 2021, the new fund rules, fact sheet and Prospectus will be available at www.handelsbanken.se/funds.  

For further information, please contact:
Magdalena Wahlqvist Alveskog, CEO Handelsbanken Fonder AB: +46 (0)8 701 15 55

This information is of the type that Handelsbanken Fonder AB is obliged to make public pursuant to Nasdaq Stockholm's Issuer Rules. The information was submitted for publication through the agency of the contact person set out above, at 08:00 CET on 16 June 2021.
For more information about Handelsbanken, see: www.handelsbanken.com and www.xact.se/en

Documents & Links