Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (200 kB)
Prospectus (1621 kB)
Periodic reports
Sustainability SFDR (1049 kB)
Annual review (PF) (3150 kB)
Semi-annual report (PF) (191 kB)
Marketing material
Brief fund information
Summary SFDR (171 kB)
Handelsbanken Multi Asset 25 (B8 SEK)
Legal name: Handelsbanken Multi Asset 25 (B8 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 in fixed income funds, equity funds, alternative assets and in other financial instruments. 10-35% of the fund's value shall be invested in equity funds or other equity-related financial instruments, 40-80% in fixed income funds or other fixed income related financial instruments and 0-30% in funds and other financial instruments with alternative exposure. 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 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 Spotlight
The fund rules will be changed on 10 October 2025.Read more
Fund manager
Allokeringsgruppen Responsible: Pär Sjögemark
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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 |
|---|---|---|---|---|---|---|---|
| 102.60 SEK | 0.21% | 1.00% | 6.12% | 0.61% | 2.45% | 23.67% | - |
Portfolio 10.07.2025
Portfolio manager comments — Q2 2025
In June, financial markets shifted their focus from US trade tariffs to the escalating geopolitical tensions between Israel and Iran. Equity markets reacted only modestly, suggesting that investors remained cautious and awaited greater clarity on the direction of the conflict. The ceasefire helped markets regain momentum, and by the end of June, the US stock market reached a new all-time high. The Swedish krona weakened during the conflict, which had a positive impact on foreign currency investments. A global equity index* rose by 4% during the month, while a Swedish equity index** ended the month roughly flat.
On the fixed income side, short-term market rates were influenced by central bank decisions. Both the Riksbank and the European Central Bank (ECB) cut their policy rates by 25 basis points, which led to a decline in short-term rates. Long-term rates, however, remained largely unchanged as markets await clearer signals on the outlook for Swedish economic growth. In the US, both short and long-term rates declined, aligning with Donald Trump’s stated goal of reducing the interest burden on the country’s large national debt.
Looking ahead, we see strong potential for economic growth to surprise on the upside, as many economists have significantly revised down their forecasts. A more positive economic outlook would likely support equity markets, and we have increased our allocation to risk assets, including a higher share of equities and greater exposure to US technology companies.
*Solactive ISS ESG Screened Global Markets Index NTR, SEK
**Solactive ISS ESG Screened Select Sweden Index CNTR
Portfolio distribution 30.06.2025
Geographic breakdown 30.06.2025
