Handelsbanken Långränta (A1 SEK)

Handelsbanken Långränta

Legal name: Handelsbanken Långränta (A1 SEK)

Bond 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.

The fund is actively managed and invests in fixed income securities issued in SEK by states and companies. The average residual duration for the fund's investments fluctuates between 2 and 7 years. If we believe market rates will be falling, we may choose a longer fixed interest period and conversely, we may choose a shorter fixed interest period if we believe market rates are rising.

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

Mikael Rosell Experience in the fund industry 1997. Portfolio Manager since 15 October 2018.

Risk 2/7

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.

This shareclass belongs to category 2, which means there is a 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 risk in a fixed income fund is due in part to the average fixed interest duration on the fund’s holdings, i.e., the fund’s interest rate risk. The fund normally consists of holdings with a longer fixed interest duration, which results in a higher interest rate risk.

The indicator primarily reflects the upturns and downturns in the value of the fund’s holdings in interest-bearing securities.

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.

The fund has exposure to credit risk, i.e., the risk that an issuer is unable to meet its commitments. The credit risk is derived from the issuer’s credit worthiness. The fund’s investments only include assets with high credit worthiness, so-called investment grade.

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™

31.03.2025

The rating shows which funds have historically posted the strongest performance in relation to risk. Ratings are denoted by a scale of one to five stars, with five as the highest rating. A fund must have a performance history of at least three years to receive a rating.
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).

31.01.2025

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 Långränta (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 17.04.2025	1 week	1 month	3 months	2025	1 year	5 years	10 years
113.13 SEK	0.16%	1.83%	0.84%	1.47%	4.52%	-4.25%	-2.78%

Portfolio 16.04.2025

Portfolio manager comments — Q1 2025

Performance in the economies worldwide has been mixed in recent years, with strong growth in the US, stagnation in the eurozone, and weaker growth in China. Q1 2025 was characterized by a dramatic upturn in political uncertainty. Trump’s threat of significant tariffs increased, which led to a downturn in risk sentiment. US interest rates declined, capital flowed out of the US and gold prices rose when the financial markets factored in lower growth and an increased concern about the status of the USD as a reserve currency.

Performance in Europe was completely different. After Germany held new elections in February, the newly elected chancellor Friedrich Merz launched a historically massive support package targeting defense and infrastructure investments. Given that this would result in higher growth and increased debt, long-term rates rose sharply in Europe at the same time as the EUR strengthened.

Interest rates also rose in Sweden in the wake of an unexpectedly high inflation at the outset of the year, at the same time as the SEK strengthened. The fund’s absolute returns were negatively affected by the upturn in rates during most of the quarter. However, the relative returns benefited from the fund’s exposure to a steeper Swedish yield curve.

An overweight in covered mortgage bonds and protection against higher inflation in the form of an overweight in Swedish inflation-linked bonds also contributed positively to the relative returns.

Portfolio distribution 31.03.2025

Geographic breakdown 31.03.2025

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.