Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (169 kB)
Prospectus (1601 kB)
Periodic reports
Sustainability SFDR (1056 kB)
Annual review (PF) (3187 kB)
Semi-annual report (PF) (189 kB)
Marketing material
Brief fund information
Summary SFDR (327 kB)
Handelsbanken Prime Opportunity
Legal name: Handelsbanken Prime Opportunity
Equity Fund Registered in Sweden (Non-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 funds, equities and other financial instruments with exposure to equities, fixed income and alternative investments. The proportion of equities varies between 85-110%, the fixed income proportion fluctuates between 0-20% and alternative investments range between 0-25%.
This fund targets customers of Handelsbanken Private Banking with the Premium agreement that explicitly permit investments in the fund.
For this fund, the fund company's Basic exclusion level applies. For information about sectors that the fund excludes, see the Detailed information tab.
This fund targets customers of Handelsbanken Private Banking with the Premium agreement that explicitly permit investments in the fund.
For this fund, the fund company's Basic exclusion level applies. For information about sectors that the fund excludes, see the Detailed information tab.
Fund manager
Allokeringsgruppen Responsible: Pär Sjögemark
|
|
||
|---|---|---|---|
|
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.
|
|
|
||
|---|---|---|---|
|
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). |
|
30.04.2025
|
|||
|---|---|---|---|
|
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 |
|---|---|---|---|---|---|---|---|
| 118.89 SEK | 1.04% | 2.85% | 19.64% | -3.30% | 1.60% | - | - |
Portfolio 10.07.2025
Portfolio manager comments — June 2025
Financial markets shifted their focus from US trade tariffs to the geopolitical tensions between Israel and Iran. Equity markets reacted only modestly last month, suggesting that investors remained cautious and awaited greater clarity on the direction of the conflict. The ceasefire helped markets regain momentum, and by the end of June, the US equity market reached a new all-time high. The Swedish krona weakened slightly, which had a positive impact on foreign currency investments.
Global equities performed strongly in June, driven primarily by gains in the US equity market. The rally in US equities benefited the global equity portfolio, which has a higher allocation to technology and US equities compared to its benchmark index*. Within global equities, the portfolio is overweight US and European equities and underweight Asian and emerging market equities. At the sector level, we maintain an overweight in cyclical industrial companies and an underweight in healthcare.
Swedish equities were relatively volatile in June but ended the month roughly flat. Relative to its benchmark index**, the Swedish equity portfolio performed strongly, with both the small-cap and real estate funds delivering significantly higher returns than the broader market. A key driver of this was falling interest rates following the Riksbank’s latest rate cut. Industrial and financial companies remain the largest holdings in absolute terms, though they are underweighted relative to the benchmark, while real estate companies represent the largest overweight. The portfolio continues to hold a significantly higher share of small-cap stocks than the benchmark, which positions it well to benefit from strong small-cap performance.
The fixed income portfolio saw strong performance from its higher-risk investments in high yield and emerging market bonds. As a result, the fixed income portfolio delivered positive returns both in absolute terms and relative to its benchmark***. We continue to favor a fixed income portfolio with relatively high exposure to corporate bonds, as yields remain attractive across both investment grade (IG) and high yield (HY) segments. At present, we assess the risk of credit losses as limited, which supports the potential for attractive risk-adjusted returns going forward.
* Solactive ISS ESG Screened Paris Aligned Global Markets Index NTR
** Solactive ISS ESG Screened Select Sweden Index CNTR
*** OMRX Treasury Bill Index, HMNI Swe All Mortgage Dur Const 2.5Y, HMNI Swe All Government Dur Const 6Y
Portfolio distribution 30.06.2025
Geographic breakdown 30.06.2025
