Factsheet and Information Brochure
Factsheet
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Costs and charges
Fund rules (179 kB)
Prospectus (1611 kB)
Periodic reports
Sustainability SFDR (923 kB)
Annual review (PF) (3006 kB)
Semi-annual report (PF) (190 kB)
Marketing material
Brief fund information
Summary SFDR (168 kB)
Handelsbanken Flexibel Ränta (A8 SEK)
Legal name: Handelsbanken Flexibel Ränta (A8 SEK)
Bond 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 is an actively-managed fund of funds that invests primarily in fixed income funds with exposure to Sweden and the rest of the world. Investments may be made within Handelsbanken's funds as well as in other funds of selected management companies. Fixed income funds may invest in fixed income securities in SEK as well as foreign currencies and are issued by states, companies and mortgage institutions. The fund's investments may be highly concentrated on one region.
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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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 |
|---|---|---|---|---|---|---|---|
| 126.69 SEK | -0.09% | 1.13% | 2.22% | 1.09% | 3.65% | 11.67% | 19.20% |
Portfolio 10.07.2025
Portfolio manager comments — Q2 2025
Fund performance was positive during the quarter and rose by just over 2% in SEK. There were significant interest rate movements following Donald Trump’s various tariff announcements. Early in the quarter, rising credit risk premiums negatively affected corporate bond investments. However, spreads later narrowed, and overall performance for the quarter was positive.
Long-term rates declined slightly in Sweden, while bond yields in the US and Europe were largely unchanged during the quarter.
Central bank actions were mixed. The US Federal Reserve (Fed) kept its rate unchanged, while both the Riksbank and the European Central Bank (ECB) cut their policy rates. We expect both the Fed and ECB to cut rates further this year, and the likelihood of another cut from the Riksbank has also increased.
Long-term market rates are expected to rise due to improving inflation and growth outlooks, which would lead to a steeper yield curve, with short-term rates trading below long-term rates.
The fund delivered positive returns in Q2, particularly from corporate bond investments, which recovered from weak performance earlier in the year. Emerging market bond holdings also contributed positively.
In the interest rate portfolio, we have maintained a shorter duration than usual, as we see a risk of rising long-term rates going forward.
The fund continues to hold an overweight in corporate credits and emerging market bonds, where we believe the running yield remains attractive.
Portfolio distribution 30.06.2025
Geographic breakdown 30.06.2025
