Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (152 kB)
Prospectus (1618 kB)
Periodic reports
Sustainability SFDR (1042 kB)
Annual review (PF) (3159 kB)
Semi-annual report (PF) (192 kB)
Marketing material
Brief fund information
Summary SFDR (172 kB)
Handelsbanken Ränteavkastning (A9 SEK)
Legal name: Handelsbanken Ränteavkastning (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 actively managed and invests in fixed income securities in SEK issued by a state, a municipality, or by a government or municipal authority in a country within the EEA or by an intergovernmental agency in which one or several states within the EEA are members, as well as in covered bonds. The average residual fixed interest duration for fund investments is between 0 and 7 years.
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
The fund rules will be changed on 10 October 2025.Read more
Fund manager
Mikael Rosell Experience in the fund industry 1997. Portfolio Manager since 15 October 2018.
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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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30.06.2025
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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 |
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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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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 |
|---|---|---|---|---|---|---|---|
| 103.09 SEK | -0.32% | 0.44% | 1.35% | 2.77% | 4.48% | 2.33% | - |
Portfolio 10.07.2025
Portfolio manager comments — Q2 2025
Fund performance was positive during the quarter and rose by 2,7% in SEK.
The second quarter of the year was marked by high volatility due to increased economic and political uncertainty following the US administration’s dramatic shift in trade policy.
Global interest rates generally declined, with the exception of US long-term rates, which rose due to a higher risk premium. The movement was driven by technical factors, speculation about reduced foreign demand, increased uncertainty around inflation developments, and concerns about a growing budget deficit following Moody’s downgrade of the US credit rating.
Central banks continued to cut policy rates: the European Central Bank (ECB) lowered rates by a total of 50 basis points and the Riksbank by 25 basis points, while the US Federal Reserve (Fed) kept rates unchanged.
The fund remained positioned for longer maturities in the 1–5 year segment, in line with our forecast of upcoming rate cuts due to slowing growth and a weakening labor market. This strategic positioning, along with the fund’s exposure to a steeper yield curve, contributed positively to performance during the quarter.
The fund’s overweight in Swedish covered mortgage bonds, sustainable green bonds issued by Swedish municipalities, and bonds from supranational institutions such as the European Investment Bank also contributed positively to relative returns.
Portfolio distribution 30.06.2025
Geographic breakdown 30.06.2025
