The fund is actively managed and invests in equities, equity funds, fixed income funds and in other financial instruments. 40-60 % of the fund’s value shall be invested in equities, equity funds or other equity-related financial instruments, 40-60% in fixed income funds or other fixed income related financial instruments. Investments in fixed income funds are mainly made exclusively in Handelsbanken's funds. 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 50 (previously Handelsbanken Multi Asset 40).
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Fund manager
Lisa Synning
Experience in the fund industry 2000.
Portfolio Manager since 11 June 2025.