Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (176 kB)
Prospectus (1585 kB)
Periodic reports
Marketing material
Brief fund information
Summary SFDR (251 kB)
Handelsbanken Fokus 75 Premium (A16 SEK)
Legal name: Handelsbanken Fokus 75 (A16 SEK)
Mixed 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.
Objectives and Investment Policy
The fund is actively managed, which means that the portfolio manager takes active, independent investment decisions. The long term objective of the fund is to exceed the returns of the underlying market, defined as the benchmark index.
The fund invests primarily in fixed income funds and in Nordic and global equites. Investments in fixed income funds are mainly made exclusively in Handelsbanken's funds. Fund returns are determined by how the fund's investments in equities, equity funds, fixed income funds and alternative investments increase or decrease in value.
The equity portion in the fund can fluctuate between 65-85%. The fixed income portion can fluctuate between 15-35%. The asset management is adjusted within each interval based on the assessment of the fund manager. The current allocation is shown under Portfolio Distribution at www.handelsbanken.se/funds.
International norms and guidelines for the environment, social responsibility and corporate governance are taken into consideration and the fund applies an exclusion strategy for companies (both direct holdings as well as holdings in funds in which the fund invests) operating within the alcohol, tobacco, cannabis, commercial gambling, weapons and military equipment, pornography and fossil fuels segments/sectors. However, the fund may invest in companies that are considered to be in transition towards fossil-free energy production. This is applicable to both direct holdings as well as holdings in funds in which the fund invests. With regard to the fund’s investments in index derivatives, the fund will primarily invest in sustainability-oriented instruments. In the absence of such instruments, the fund will invest in index derivatives and index products that may include companies that are not permitted in accordance with the aforementioned exclusion criteria.
The fund can invest in derivative instruments as part of the fund’s investment focus, which can result in leveraging.
We compare the fund's performance with Solactive ISS ESG Global Markets Index NTR (48,75%), HMNI Swe All Government Dur Const 6Y (8,75%), HMNI Swe All Mortgage Dur Const 2.5Y (3,75%), SIX SRI Nordic 200 Net Index (26,25%), OM Stockholm OMRX Treasury Bill (12,5%). As the fund is actively managed the performance will over time deviate from this index.
The shareclass does not distribute dividends. All income is reinvested in the fund. Normally, you may purchase and sell fund units every banking day.
Additional information about the sustainability work, the share class designation in parentheses and the management in relation to the funds benchmark index and risk level, may be found in the prospectus.
Recommendation: This fund may not be suitable for investors who plan to withdraw their money within 3 years.
Performance
In percent including distribution
The bar chart above shows the fund’s historical performance in SEK, net of fees. If the fund pays dividends, performance is calculated with the distribution added back. Inflation has not been taken into account.
| Performance | Fund 1 | Index 2 |
|---|---|---|
| 30.06.2025 | 0.37 | 0.55 |
| 2024 | - | - |
| 2023 | - | - |
| 2022 | - | - |
| 2021 | - | - |
| Average. perf. | Fund 1 | Index 2 | 2 years | - | - |
|---|---|---|
| 3 years | - | - |
| 5 years | - | - |
| 10 years | - | - |
Style Box™ 31.05.2025
Facts
| Fund Facts | |
|---|---|
| Fund managed by | Lisa Synning |
| Country of registration | Sweden |
| Main category | Mixed Fund |
| Sub category | - |
| Fund, date of launch | 10.05.2017 |
| Share class, date of launch | 11.06.2025 |
| Fund assets | 12,274 MSEK (31.05.2025) |
| Reporting Currency | SEK |
| Trading Currency | - |
| Instrument category | Uncomplicated |
| UCITS | Yes |
| ISIN | SE0024989842 |
| Short name | F75A16 |
| Available for sale | Sweden |
| Fund Company Facts | |
|---|---|
| Management Company | Handelsbanken Fonder AB |
| Approval of fund operations | 06.05.1991 |
| Other approvals |
Discretionary Asset Management Manager of Alternative Investment Funds (AIFs) Provide investment advice Receive and forward orders
|
| Custodian Institution | J. P. Morgan SE - Stockholm Bankfilial |
| Legal domicile of fund | Stockholm, Sweden |
| Regulation Authority | Swedish Financial Supervisory Authority |
| Auditor | PricewaterhouseCoopers |
| Complaints Manager | Jörgen Larson |