Factsheet and Information Brochure
Factsheet
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Fund rules (168 kB)
Prospectus (1607 kB)
Periodic reports
Sustainability SFDR (923 kB)
Annual review (PF) (3006 kB)
Semi-annual report (PF) (188 kB)
Marketing material
Brief fund information
Summary SFDR (168 kB)
Pre-contractual SFDR
Pre-contractual SFDR (1152 kB)
Handelsbanken Flexibel Ränta (A9 SEK)
Legal name: Handelsbanken Flexibel Ränta (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 is an actively-managed fund of funds that invests primarily in fixed income funds with exposure to Sweden and the rest of the world. Investments may be made within Handelsbanken's funds as well as in other funds of selected management companies. Fixed income funds may invest in fixed income securities in SEK as well as foreign currencies and are issued by states, companies and mortgage institutions. The fund's investments may be highly concentrated on one region.
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
This share class (A9) will be removed in connection with amended fund regulations on October 10. Existing shareholders will be transferred to share class (A1).Read more
Fund manager
Allokeringsgruppen Responsible: Johann Guggi
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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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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 10.10.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 110.38 SEK | 0.11% | 0.32% | 0.79% | 1.97% | 2.94% | 12.77% | - |
Portfolio 09.10.2025
Portfolio manager comments — Q3 2025
During the third quarter, market interest rates rose in Sweden and Europe, while U.S. rates declined, largely due to weaker labor market statistics in the U.S. Rising rates negatively impacted fixed income holdings with longer maturities.
The U.S. Federal Reserve (Fed) lowered its policy rate in September and signaled the possibility of further cuts, while the Riksbank also reduced its policy rate but indicated that this was likely the last cut in the current rate cycle. The European Central Bank (ECB) left rates unchanged due to stable inflation in the euro area.
The credit market continued to demonstrate resilience despite a somewhat weaker economic outlook and renewed geopolitical tensions. Nevertheless, higher risk appetite combined with strong market demand contributed to narrower credit spreads. This in turn led to positive performance in corporate bonds, which contributed positively to the portfolio's overall returns.
Within the fixed income portfolio, we maintain positions in bonds with slightly higher credit risk as well as an overweight in emerging market bonds, which provide a high running yield that we believe compensates for the additional risk associated with these investments.
Portfolio distribution 30.09.2025
Geographic breakdown 30.09.2025
