Handelsbanken Euro Ränta (A1 EUR)

Legal name: Handelsbanken Euro Ränta (A1 EUR)
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.

Fact sheet and documents Print page
Factsheet and Information Brochure
Factsheet 
Target Market
Costs and charges
Fund rules (192 kB)
Prospectus (1620 kB)
Periodic reports
Sustainability SFDR (1045 kB)
Annual review (PF) (3147 kB)
Semi-annual report (PF) (190 kB)
Marketing material
Brief fund information 
Summary SFDR (170 kB)
The fund invests in interest-bearing securities, denominated in EUR, that are issued by states and companies. The fund's assets are invested in interest-bearing financial instruments with high credit worthiness, so-called Investment Grade. The average remaining fixed interest period of the fund's investments is a maximum of 1 year.

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).
Klas Wennerstein

Fund manager

Klas Wennerstein Experience in the fund industry 2014. Portfolio Manager since 1 April 2023.
Risk: 1/7
Risk  1/7
 
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.
Rating: 3
Total Rating™ 
30.06.2025
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
EuapIndicator:1
SFDR
 
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).
  30.04.2025
Sustainability-
rating

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

In percent including distribution in EUR
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Handelsbanken Euro Ränta (A1 EUR) (EUR)

Note that benchmark returns, unlike fund returns, do not take distributions into account. As a result, fund returns are higher than they would otherwise be relative to benchmark.

Performance

Rate 10.07.2025 1 week 1 month 3 months 2025 1 year 5 years 10 years
212.04 EUR 0.06% 0.26% 0.81% 1.78% 3.78% 8.88% 7.60%

Portfolio 10.07.2025

Portfolio manager comments — Q2 2025
Fund performance was positive during the quarter and rose by 3,85% in SEK.

The second quarter of the year began with rising tensions in financial markets. The US introduction of broad import tariffs—referred to as “Liberation Day” on April 2—triggered sharp reactions in global financial markets, including falling government bond yields, widening credit spreads, and broad equity market declines. Geopolitical tensions also intensified, primarily due to the escalation of the conflict between Israel and Iran.

At the same time, central banks responded in different ways. The European Central Bank (ECB), the Riksbank, and Norges Bank began cautious rate cuts as inflation continued to decline. In contrast, the US Federal Reserve (Fed) kept its policy rate unchanged, citing a still-strong labor market and uncertain inflation outlook. The divergence between central banks contributed to increased volatility in the interest rate markets.

Credit markets were clearly affected at times by these developments but ended June with a well-functioning issuance market and credit spreads that had recovered to levels similar to those seen before Liberation Day.

The fund was positioned for falling interest rates, which contributed positively to performance during the quarter.

Portfolio distribution 30.06.2025

Geographic breakdown 30.06.2025

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