Key Investor Information Document
Factsheet
Target Market
Costs and charges
Factsheet and Information Brochure
Prospectus (1626 kB)
Fund rules (167 kB)
Periodic reports
Sustainability SFDR (1041 kB)
Annual review (PF) (3149 kB)
Semi-annual report (PF) (188 kB)
Marketing material
Summary SFDR (170 kB)
Other
Brief fund information
Handelsbanken Obligasjon
Legal name: Handelsbanken Obligasjon (A1 NOK)
Registered in Sweden (UCITS)
Buy
About risk
Historical yields are not a guarantee of future returns. The money you invest in a fund can both increase and decrease in value. Future returns will depend on development in the market, the accuracy of the fund manager, the risk in the fund and management cost. It is not guaranteed that you will recover the entire invested amount. Note that a fund with risk level 5-7 stated in the fund's KID, can vary greatly in value due to the fund's composition and management methodology. The prospectus, fund rules and KIID can be obtained in English (prospectus, fund rules and KID) and Norwegian (KID) are available under each fund on handelsbanken.no/fond. The prospectus and fund rules for AIF:s are also available in Swedish. Summary of investors’ rights in English and Norwegian.
Note that Handelsbanken Fonder AB may decide to terminate the arrangements made for the marketing of funds in Norway.
The fund is an actively managed and invests in Norwegian fixed-income securities issued by the Norwegian state, municipalities, counties, banks, cooperative associations and covered bonds. The fund has a medium-term investment horizon, the modified duration is in the range of 4-6 years.
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).
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 manager
Simeon Andersson Experience in the fund industry 2019. Portfolio Manager since 1 November 2024.
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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.
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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). |
Graph
Performance
| Rate 02.01.2026 | 1 week | 1 month | 3 months | 2026 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 136.71 NOK | 0.09% | 0.20% | 0.74% | -0.04% | 3.52% | 0.01% | 12.97% |
Averge annual returns (geometric)
| Rate 02.01.2026 | 2 years | 3 years | 5 years | 10 years |
|---|---|---|---|---|
| 136.71 NOK | 2.35% | 2.43% | 0.00% | 1.23% |
Portfolio distribution 30.11.2025
Geographic breakdown 30.11.2025
