Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (168 kB)
Prospectus (1617 kB)
Periodic reports
Sustainability SFDR (1049 kB)
Annual review (PF) (3149 kB)
Semi-annual report (PF) (190 kB)
Marketing material
Brief fund information
Summary SFDR (251 kB)
Pre-contractual SFDR
Pre-contractual SFDR (1151 kB)
Handelsbanken Multi Asset 40 (B8 SEK)
Legal name: Handelsbanken Fokus 50 (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 primarily in fixed income funds and in Nordic and global equites. 40-60 % of the fund’s value shall be invested in equities, equity funds or other equity-related financial instruments, 40-60% 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 Spotlight
The share class will be closed on June 11, 2025.
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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31.05.2025
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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 11.06.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
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| 106.78 SEK | 0.88% | 2.33% | 0.63% | -1.34% | 1.06% | 28.73% | - |
Portfolio 10.07.2025
Portfolio manager comments — June 2025
June marked the first month the fund was managed under its updated investment mandate and new name, Fokus.
Fund performance was positive during the month, despite initial market volatility driven by concerns over trade tariffs and global trade. As markets recovered, the fund benefited particularly from strong performance in technology and semiconductor companies such as Nvidia, SK Hynix, Microsoft, Broadcom, and TSMC, which were the largest contributors to absolute returns. Netflix and Spotify also contributed positively, supported by continued momentum in pricing and new strategic initiatives.
Industrial companies with exposure to electrification, smart metering, and infrastructure—such as Schneider, Autoliv, Beijer Ref, and Core & Main—also made positive contributions. The weakest performance came from AstraZeneca and Novo Nordisk, as the healthcare sector continued to face challenges throughout the year, including in June.
In Sweden, the market expects the Riksbank to move closer to further rate cuts as inflation continues to ease and the krona strengthens. In Europe, the European Central Bank signaled a more dovish stance following earlier rate cuts, and the market is now focused on the potential for additional cuts if the disinflation trend persists. The US Federal Reserve left rates unchanged, citing an uncertain macroeconomic outlook and a still-tight labor market. Inflation data and labor market indicators will continue to guide future rate decisions. Overall, credit markets have benefited from reduced inflation concerns and expectations of lower interest rates, leading to improved financing conditions and increased risk appetite in both corporate and government bond markets.
We expect financial markets to remain volatile and driven by news flow. At the same time, we are seeing encouraging progress in trade negotiations and economic data that point to continued resilience.
Portfolio distribution 30.06.2025
Geographic breakdown 30.06.2025
