Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (169 kB)
Prospectus (1458 kB)
Periodic reports
Sustainability SFDR (1025 kB)
Annual review (PF) (3133 kB)
Semi-annual report (PF) (194 kB)
Marketing material
Brief fund information
Summary SFDR (173 kB)
Pre-contractual SFDR
Pre-contractual SFDR (990 kB)
Handelsbanken Hållbar Global Obligation (B1 SEK)
Legal name: Handelsbanken Hållbar Global Obligation (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 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.
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 9 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 9 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
Karin Göransson Experience in the fund industry 2006. Portfolio Manager since 20 February 2019.
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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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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 |
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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 20.10.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 89.06 SEK | - | 0.56% | 1.06% | 3.35% | 3.28% | -0.82% | - |
Portfolio 09.10.2025
Portfolio manager comments — Q3 2025
The fund showed positive returns during the third quarter. Inflation in the U.S. increased somewhat during the quarter, partly driven by tariffs that are beginning to take effect, while weaker labor market data contributed to a decline in U.S. interest rates. The U.S. Federal Reserve (Fed) lowered the policy rate from 4.50% to 4.25% and signaled further possible cuts. The fund’s positioning for lower five-year rates benefitted from this.
In Europe and Sweden, market interest rates rose slightly. Inflation in the euro area was stable, and European Central Bank (ECB) Chair Christine Lagarde indicated that the rate would remain at 2.00%, stating that "the disinflation process is over." The Riksbank lowered its policy rate to 1.75% and signaled that the rate-cutting cycle is nearing its end. The fund’s temporary position for higher Swedish five-year rates relative to Europe was subsequently closed with a profit.
The quarter was characterized by continued strong risk sentiment. The high absolute levels in credit markets have continued to attract capital inflows, contributing to good liquidity and strong demand. Issuance activity was extensive, particularly in September, with heavily oversubscribed order books that at times pressured credit spreads.
Activity in green bonds was strong, especially in Europe and the Nordics. The fund invested in new green bond issues from companies such as SCA, AP Møller-Mærsk, Kraftringen, and Italian Terna. A new holding was also added: Nederlandse Waterschapsbank NV, a state-owned Dutch bank financing public water authorities. Through its green bonds, the bank channels capital to projects that enhance flood protection, improve water treatment, and promote climate adaptation—with the goal of building sustainable infrastructure that protects communities and the environment from the effects of climate change.
Portfolio distribution 30.09.2025
Geographic breakdown 30.09.2025
