Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (146 kB)
Prospectus (1380 kB)
Periodic reports
Sustainability SFDR (929 kB)
Annual review (PF) (2868 kB)
Semi-annual report (1799 kB)
Marketing material
Brief fund information
Summary SFDR (143 kB)
Handelsbanken Pension 90 Aktiv
Legal name: Handelsbanken Pension 90 Aktiv (A1 SEK)
Registered in Sweden (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 most appropriate for investors born in the 1990-s. The fund invests in Nordic and global equity funds, as well as Swedish fixed income funds. The objective of the fund is to achieve good returns, while gradually reducing risk up to the time of retirement. We decrease the proportion of equities and gradually increase the proportion of interest-bearing securities until the retirement age. The fund invests primarily in funds within Handelsbanken as well as in fund that are managed by other fund management companies. Refer to Portfolio distribution at www.handelsbanken.se/funds for the current distribution.
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).
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 manager
Allokeringsgruppen Responsible: Johann Guggi
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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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30.04.2024
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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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29.02.2024
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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 08.05.2024 | 1 week | 1 month | 3 months | 2024 | 1 year | 5 years | 10 years |
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| 228.08 SEK | 1.15% | 2.36% | 8.80% | 13.45% | 20.45% | 68.25% | - |
Portfolio 26.04.2024
The positive performance in the equity markets continued during March due to stronger than expected economic data. As a result of lower concerns about inflation, the market deems that the interest rate peak has been reached and the central banks are now expected to cut key rates before the summer. The Swedish krona weakened during the month, which contributed positively to the returns on foreign investments.
We expect a widescale decline to inflation and the start to rate cuts by the central banks, which should lead to a soft landing in economic activity. In this environment, corporate profits should also gain momentum and we believe there are favorable conditions for equity markets to continue to rise. Consequently, we increased the proportion of equities further and are retaining an overweight in equities in our portfolios.
Within the equity holdings we prefer high-quality companies, i.e., companies with stable cash flows and strong balance sheets, as well as an overweight in small caps that benefit from lower interest rates and an improving economy. We also have a position for a strengthening in the SEK.
Portfolio distribution 30.04.2024
Geographic breakdown 30.04.2024
