Factsheet and Information Brochure
Factsheet
Performance Fee (865 kB)
Target Market
Costs and charges
Fund rules (193 kB)
Prospectus (1670 kB)
Periodic reports
Sustainability SFDR (1046 kB)
Annual review (PF) (3189 kB)
Semi-annual report (PF) (199 kB)
Marketing material
Brief fund information
Summary SFDR (171 kB)
Handelsbanken Räntestrategi
Legal name: Handelsbanken Räntestrategi (A1 SEK)
Alternative Fund Registered in Sweden (Non-UCITS)
Bid
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. Summary of investors' rights.
The fund is a special fund (non-UCITS) and differentiates itself from a securities fund by having significant holdings in government securities issued by individual states. The fund invests in interest-bearing securities denominated in various currencies that are issued by states, municipalities and companies. The fund may have a negative average remaining fixed interest period in an effort to create positive returns. A maximum of 2% of the fund's value may have exposure to currency risk.
For this fund, the fund company's Enhanced exclusion level applies. For information about sectors that the fund excludes, see the Detailed information tab.
The fund is reported as an Article 8 fund pursuant to EU regulation 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR).
For this fund, the fund company's Enhanced exclusion level applies. For information about sectors that the fund excludes, see the Detailed information tab.
The fund is reported as an Article 8 fund pursuant to EU regulation 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR).
Fund Spotlight
The fund rules will be changed on 10 October 2025.Read more
Fund manager
Joakim Buddgård Experience in the fund industry 2006. Portfolio Manager since 10 June 2015.
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The risk indicator provides guidance on the risk level for this product relative to other financial products. It shows the likelihood that the product will decrease in value due to market performance. Risk level 1 represents a low risk and risk level 7 is a high risk.
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30.06.2025
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The rating shows which funds have historically posted the strongest performance in relation to risk. Ratings are denoted by a scale of one to five stars, with five as the highest rating. A fund must have a performance history of at least three years to receive a rating.
Read more about the fund's rating |
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This fund promotes environmental and social characteristics through its investments but does not have sustainable investments as its objective. As a result, the fund takes into consideration the environment and climate, as well as human rights, employees’ rights and corruption. The fund is reported as an Article 8 fund pursuant to EU regulation on sustainability-related disclosures in the financial services sector (SFDR). |
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30.04.2025
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The sustainability rating is developed by the fund information company Morningstar. The rating measures how well the fund's investee companies manage sustainability risks relative to other funds within the same global Morningstar category. If the fund has invested in government bonds issued by sovereign states, the respective country's sustainability risk is included in the calculation. The analyzed funds can receive a sustainability rating between 1 and 5 globes, with 5 as the highest rating. The fund complies with the UN Principles for Responsible Investments. |
Graph
Performance
| Rate 10.07.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
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| 116.18 SEK | 0.03% | 0.41% | 1.24% | 2.20% | 4.32% | 12.96% | 13.37% |
Portfolio 10.07.2025
Portfolio manager comments — Q2 2025
Fund performance was positive during the quarter and rose by just over 1% in SEK. The second quarter was marked by a volatile interest rate market, as uncertainty surrounding Donald Trump’s tariff announcements caused significant fluctuations. Global interest rates generally declined, with the exception of US long-term rates, which rose due to a higher risk premium. This was driven by technical factors, speculation about reduced foreign demand, and concerns about a growing budget deficit following Moody’s downgrade of the US credit rating.
Central banks continued to cut policy rates: the European Central Bank (ECB) lowered rates by a total of 50 basis points and the Riksbank by 25 basis points, while the US Federal Reserve (Fed) kept its rate unchanged.
The fund maintained its position for lower US medium-term rates, in line with our forecast of a weaker US economy due to tariffs, deportations, reduced consumption, and a deteriorating labor market. This strategic focus contributed positively to returns during the quarter. We also benefited from steeper yield curves in the US, Europe and Sweden.
In June, we opened a tactical position for higher 5-year Swedish rates relative to Europe, based on our view that the market is overestimating the Riksbank’s rate-cutting potential and that Sweden has a higher neutral rate.
Relative value positions in European swap rates, investments in covered mortgage bonds, and corporate bonds also contributed positively, supported by a continued stable credit market.
Overall, the fund’s active positioning delivered a solid risk-adjusted return despite ongoing market uncertainty.
Portfolio distribution
Geographic breakdown 30.06.2025
