Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (180 kB)
Prospectus (1460 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)
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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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 |
|---|---|---|---|---|---|---|---|
| 88.04 SEK | -0.02% | 0.41% | 1.35% | 2.16% | 4.68% | -0.59% | - |
Portfolio 10.07.2025
Portfolio manager comments — Q2 2025
Fund performance was positive during the quarter, rising by 1,4% in SEK.
The second quarter began with mounting tensions in the financial markets, triggered by the US introduction of general import tariffs—referred to as Liberation Day on April 2—which sparked strong reactions across global markets. This led to falling government bond yields, widening credit spreads, and broad equity market declines worldwide. Geopolitical tensions also intensified, primarily due to the escalation of the conflict between Israel and Iran.
Central banks responded in different ways. The European Central Bank (ECB), the Riksbank, and Norges Bank initiated cautious rate cuts as inflation began to recede. In contrast, the US Federal Reserve chose to keep rates unchanged, citing a still-strong labor market and uncertain inflation dynamics.
The divergence in central bank policy contributed to increased volatility in the interest rate markets. Credit markets were clearly affected at times, but ended June with a well-functioning primary market and credit spreads that had recovered to levels seen prior to Liberation Day.
The fund was positioned for falling interest rates, which supported returns. In addition, certain individual holdings—such as Italian utility ACEA S.p.A. and Finnish forest industry company Stora Enso—contributed positively. We continue to maintain a slightly longer duration positioning over the summer, as further tariff-related uncertainty may arise.
During the period, the fund invested in its first bond issued under the EU’s new green bond standard, issued by Spanish utility Iberdrola with a focus on renewable energy projects. We also invested in a green bond from Finnish company Metsä Board and participated in new green bond issues from Sydvatten, Norwegian recycling company Tomra, and logistics firm Catena.
Portfolio distribution 30.06.2025
Geographic breakdown 30.06.2025
