Factsheet and Information Brochure
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Fund rules (155 kB)
Prospectus (1614 kB)
Periodic reports
Sustainability SFDR (1042 kB)
Annual review (PF) (3159 kB)
Semi-annual report (PF) (190 kB)
Marketing material
Brief fund information
Summary SFDR (172 kB)
Pre-contractual SFDR
Pre-contractual SFDR (1156 kB)
Handelsbanken Ränteavkastning (B1 SEK)
Legal name: Handelsbanken Ränteavkastning (B1 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 actively managed and invests in fixed income securities in SEK issued by a state, a municipality, or by a government or municipal authority in a country within the EEA or by an intergovernmental agency in which one or several states within the EEA are members, as well as in covered bonds. The average residual fixed interest duration for fund investments is between 0 and 7 years.
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
Mikael Rosell Experience in the fund industry 1997. Portfolio Manager since 15 October 2018.
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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 13.10.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
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| 1,081.73 SEK | 0.29% | 0.18% | 0.20% | 2.69% | 2.27% | 1.46% | 6.65% |
Portfolio 09.10.2025
Portfolio manager comments — Q3 2025
During the third quarter, political uncertainty eased somewhat, although it remained elevated. The United States entered into tariff agreements, which may have contributed to more predictable conditions. U.S. tariff levels are at heights not seen since the 1930s. There remains considerable uncertainty regarding how the new arrangements will impact global economic and political cooperation and integration. From an economic perspective, significant uncertainty surrounds the future trajectory of inflation. Additionally, the potential effects of U.S. deportations on the American labor market remain unclear.
Market interest rates rose modestly in Europe and Sweden during the quarter, while U.S. rates declined in response to weaker labor market data. Despite weak economic data and significant global uncertainty, risk sentiment remained robust, with rising equity markets and declining credit risk premiums as a result. However, uncertainty persists regarding the durability of this positive sentiment. The Federal Reserve cut its policy rate in September and signaled the possibility of further reductions, while the Riksbank also lowered rates but indicated this was likely the final cut in the current cycle. The European Central Bank kept rates unchanged due to stable inflation in the euro area. Concerns over a growing supply of long-term bonds led to steeper yield curves.
In September, the Riksbank again lowered its policy rate by 25 basis points to 1.75%. This decision came despite higher-than-expected inflation during the summer months and was justified by lower forward-looking inflationary pressures, largely driven by continued weak Swedish economic activity and a stronger krona. According to our assessment, the market currently prices a somewhat low probability of further rate cuts from the Riksbank and the ECB. We also believe that the strong risk appetite observed in the market is inconsistent with the prevailing macroeconomic data. Accordingly, the fund has maintained an overweight position in interest rate risk within AAA-rated bonds. The fund’s positioning in steepening yield curves in Sweden performed well during the quarter. Investments in covered bonds, bonds issued by Swedish municipalities, and supranational institutions such as the European Investment Bank also contributed positively.
Portfolio distribution 30.09.2025
Geographic breakdown 30.09.2025
