Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (153 kB)
Prospectus (1261 kB)
Periodic reports
Sustainability SFDR (883 kB)
Annual review (PF) (2831 kB)
Semi-annual report (1799 kB)
Marketing material
Brief fund information
Summary SFDR (142 kB)
Handelsbanken Hållbar Global Obligation (A9 SEK)
Legal name: Handelsbanken Hållbar Global Obligation (A9 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 an actively-managed fixed income fund that invests in sustainable bonds which are specifically issued for the purpose of financing improvements to the environment, climate, poverty or one of the other 17 UN Global Sustainable Development Goals. The fund invests worldwide in bonds that have a credit rating of Investment Grade, which refers to high-quality credit. The average residual maturity for the fund's investments total a maximum of seven years and holdings are currency-hedged in SEK.
The fund is reported as an Article 9 fund pursuant to EU regulation 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR).
The fund is reported as an Article 9 fund pursuant to EU regulation 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR).
Fund manager
Karin Göransson Experience in the fund industry 2006. Portfolio Manager since 20 February 2019.
|
|
||
|---|---|---|---|
|
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.
|
|
|
||
|---|---|---|---|
|
The fund has sustainable investments as its objective. Accordingly, the fund invests in companies with products and services that are considered as contributing positively to the direct fulfillment of one or several of the targets in Agenda 2030. Refer to the fund's prospectus for additional information. The fund is reported as an Article 9 fund pursuant to EU regulation on sustainability-related disclosures in the financial services sector (SFDR). Read more |
|
29.02.2024
|
|||
|---|---|---|---|
|
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 08.05.2024 | 1 week | 1 month | 3 months | 2024 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 95.53 SEK | 0.58% | 0.04% | 0.58% | 0.08% | 3.30% | - | - |
Portfolio 26.04.2024
Fund performance was slightly positive during Q1 2024. As with the close of 2023, the period posted strength for the majority of the risky assets. The financial markets have been tainted by expectations for a soft landing in the economy and equities have performed strongly. Economic data was unexpectedly on the upside and affected more risky assets such as narrower credit spreads and rising oil prices.
The journey for the fixed income markets was not as positive and returns were held back by persistent inflation and the belief of fewer rate cuts, which resulted in higher interest rates. The demand for corporate bonds has been high with good levels of activity in new issues and oversubscribed books. There were occasionally some concerns during the quarter about commercial real estate and its impact on the balance sheets of US banks, although these concerns have waned for the time being.
The credit spreads for real estate companies in the Nordics remain very narrow and companies such as Castellum, Fabege and Humlegården contributed positively to returns in the fund. In general, the fund’s bonds in SEK outperformed other currencies, although this is largely because the bonds in SEK are from real estate companies.
Several new holdings were added to the fund, including three green bonds from the Norwegian company Tomra, Husqvarna and the British company United Utilities. The latter company operates in the northwest UK and handles both drinking and wastewater management. In general, this part of the UK has more rainfall than other parts of the country and is at greater risk for storm overflows of wastewater during times of significant rainfall. The financing will be used to reduce the risk of contaminated water flowing into nature and and causing pollution.
Portfolio distribution 30.04.2024
Geographic breakdown 30.04.2024
