Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (148 kB)
Prospectus (1610 kB)
Periodic reports
Sustainability SFDR (1045 kB)
Annual review (PF) (3144 kB)
Semi-annual report (PF) (189 kB)
Marketing material
Brief fund information
Summary SFDR (251 kB)
Pre-contractual SFDR
Pre-contractual SFDR (1151 kB)
Handelsbanken Fokus 25 (A1 SEK)
Legal name: Handelsbanken Fokus 25 (A1 SEK)
Mixed Fund 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 actively managed and invests primarily in fixed income funds and in Nordic and global equites. 0-35 % of the fund’s value shall be invested in equities, equity funds or other equity-related financial instruments and 65-85% in fixed income funds or other fixed income related financial instruments. Investments in fixed income funds are mainly made exclusively in Handelsbanken's funds. Refer to Portfolio distribution at below for the current distribution.
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 manager
Lisa Synning Experience in the fund industry 2000. Portfolio Manager since 11 June 2025.
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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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30.09.2025
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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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31.07.2025
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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 31.10.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 122.32 SEK | 0.31% | 1.08% | 1.72% | 2.72% | 2.54% | 18.49% | - |
Portfolio 09.10.2025
Portfolio manager comments — September 2025
Fokus experienced positive performance during September. Global equity markets were influenced by a combination of factors, with a strong focus on AI and the technology sector. The markets were primarily driven by high expectations for continued investments in AI and technological innovation, resulting in gains in the U.S. that spilled over globally. Announcements from Oracle and OpenAI further reinforced momentum with a historic $300 billion contract, under which OpenAI will utilize Oracle’s cloud infrastructure to operate and scale its AI models.
Alibaba was the largest positive contributor to the fund’s returns, having established itself as the leader in Chinese AI development and continuing to invest in generative AI and cloud services to strengthen its position within the Asian and global AI markets. Investments in ASML, SK Hynix, TSMC, Schneider Electric, and ABB, companies operating within AI, energy efficiency, and data centers, also contributed positively to the fund’s performance.
Despite the U.S. Federal Reserve preparing for rate cuts and some improvement in macroeconomic sentiment, the U.S. housing market remains weak. Increased uncertainty regarding future economic growth has kept many potential buyers cautious, resulting in low sales volumes and modest price increases. The weakest contributor to the fund’s returns was Core&Main, which has exposure to new residential construction. The company downgraded its forecasts, which shocked the market and had a significant negative impact on its share price.
On the rates front, short-term market rates declined following the Riksbank’s rate cut to 1.75%. Meanwhile, the Swedish 10-year government bond yield rose, resulting in a continued widening of the spread between short- and long-term rates. The U.S. Federal Reserve also lowered its rate to 4.25% and signaled further potential cuts ahead.
Portfolio distribution 30.09.2025
Geographic breakdown 30.09.2025
