Handelsbanken Fokus 100 Premium (B16 SEK)

Legal name: Handelsbanken Fokus 100 (B16 SEK)
Equity 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.

Fact sheet and documents Print page
Factsheet and Information Brochure
Factsheet 
Target Market
Costs and charges
Fund rules (163 kB)
Prospectus (1576 kB)
Periodic reports
Marketing material
Brief fund information 
Summary SFDR (239 kB)
The fund is an actively-managed fund that primarily invests in equities issued by companies globally and in the Nordics. A minimum of 90% of the funds value shall be invested in equities. Refer to Portfolio distribution at below for the current distribution.

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

As of June 11, 2025, the fund rules will be updated and the fund name changes to Handelsbanken Fokus 100 (previously Handelsbanken Multi Asset 120).
Read more
Lisa Synning

Fund manager

Lisa Synning Experience in the fund industry 2000. Portfolio Manager since 11 June 2025.
Risk: 3/7
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.
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
EuapIndicator:1
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).
   
Sustainability-
rating

The fund does not have a sustainability rating. This can in part be due to that fund has not had a fund portfolio in which 67% of the holdings have been able to be analyzed over the most recent 12 months. Another reason can be that there are fewer than 30 funds in the same global Morningstar category that could be evaluated pursuant to the above. The rating is developed by the independent fund information company Morningstar.

Graph

In percent including distribution in SEK
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Handelsbanken Fokus 100 Premium (B16 SEK) (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.

Performance

Rate 02.07.2025 1 week 1 month 3 months 2025 1 year 5 years 10 years
100.31 SEK 1.26% - - - - - -

Portfolio distribution 31.05.2025