Handelsbanken Prime Potential

Legal name: Handelsbanken Prime Potential

Mixed 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 65-90%, the fixed income proportion fluctuates between 0-40% 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.

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 manager

Allokeringsgruppen Responsible: Pär Sjögemark

Risk 3/7

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.

About risk

The risk/return indicator illustrates the link between risk and potential returns from an investment in the fund. The indicator is based on the change in the fund’s value over the past 5 years. Given that the fund does not have five years of historical performance, the risk indicator has been estimated based on the fund’s benchmark index (see above under the heading, Objectives and Investment Focus).

This fund belongs to category 3, which means there is a medium-low risk for up- and downturns in the net asset value. Category 1 does not mean that the fund is risk-free. The fund's risk indicator can change both upwards and downwards on the scale over time, as the indicator is based on historical data that does not guarantee future risk/returns.

The fund may invest in equities, interest-bearing securities, commodities and alternative assets. An investment in equities and commodities is generally characterized by high risk, while an investment in interest-bearing and alternative assets are characterized by lower risk. The risk in the fund varies by how the allocation between the asset classes changes and in general results in a lower risk than a pure equity fund but a higher risk than a fixed income fund.

The indicator primarily reflects the upturns and downturns in the value of the fund’s investments and fluctuations in exchange rates.

The indicator reflects the most important risks in the fund but excludes the following material risks:

Given that the fund’s investments are made in a limited number of regions or issuers, the fund normally has a higher risk relative to investments that are allocated with a broader geographical distribution and across a larger number of issuers.

This product does not provide any protection from future market performance. You could therefore lose some or all of your investment.

Additional information about the risks may be found in the prospectus available at www.handelsbanken.se/funds.

Total Rating™

Given that the fund has less than three years of performance history, it is not rated.
Read more about the fund's rating

SFDR

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).

31.07.2025

Sustainability-
rating

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.

About Sustainabilty rating

The fund complies with the UN Principles for Responsible Investments.

Graph

Performance

Monthly savings

In percent including distribution in SEK

2025

1 year

3 years

5 years

10 years

Handelsbanken Prime Potential (SEK)

Note that benchmark returns, unlike fund returns, do not take distributions into account. As a result, fund returns are higher than they would otherwise be relative to benchmark.

Compare funds

Historical rates

Performance

Rate 29.10.2025	1 week	1 month	3 months	2025	1 year	5 years	10 years
124.04 SEK	1.16%	3.32%	3.97%	2.91%	3.85%	-	-

Portfolio 09.10.2025

Portfolio manager comments — September 2025

The upward trend in equity markets continued throughout September, with the Stockholm Stock Exchange* rising by 0.6%, while global equity markets**, measured in Swedish kronor, recorded a gain of 3.2%. The primary drivers behind market movements in September were better-than-expected macroeconomic data and dovish communication from central banks.

On the fixed income side, short-term market rates declined following the Riksbank’s 25 basis point rate cut to 1.75%. Meanwhile, the Swedish 10-year government bond yield increased to 2.70%, indicating a continued divergence between short- and long-term rates. Within the fixed income portfolio, we maintain a preference for corporate bonds and emerging market debt, which offer higher running yields to compensate for the elevated risks.

We retain a relatively positive outlook on market developments going forward and see potential for continued bullish sentiment. Our view is supported by the current economic cycle phase, wherein growth appears set to rebound, particularly in Sweden, while inflation trends downward toward central banks’ 2% targets. This justifies the maintenance of low policy rates. Furthermore, U.S. companies continue to exhibit robust earnings growth, with expectations that Swedish and European corporate profits will also accelerate in 2026. This is supported by fiscal stimulus measures, such as the expansive budget announced in Sweden. We also see potential for increased corporate activity, including a higher pace of mergers and acquisitions, initial public offerings, and share buybacks.

Within our fund portfolios, we have marginally increased our equity overweight. In the Swedish equity portfolio, we maintain our overweight in small-cap and real estate companies, as we believe they benefit from lower interest rate levels. In global equities, we hold overweights in U.S. and Japanese stocks while increasing investments in thematic equity baskets focused on humanoid robotics and industrial companies that promote a sustainable transition.

*SIX Sweden SRI Index GI

**Solactive ISS ESG Screened Paris Aligned Global Markets Index NTR, SEK

Portfolio distribution 30.09.2025

Geographic breakdown 30.09.2025

Svenska Handelsbanken AB (PLC)

Historical yields are not a guarantee of future returns. The money you invest in a fund can both increase and decrease in value and it is not guaranteed that you will recover the entire invested amount.
Handelsbanken does not assume liability for any errors in the information.

Handelsbanken's funds are classified in seven risk classes, 1 for the lowest risk and 7 for the highest risk.