Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (149 kB)
Prospectus (1351 kB)
Periodic reports
Sustainability SFDR (928 kB)
Annual review (PF) (2862 kB)
Semi-annual report (PF) (189 kB)
Marketing material
Brief fund information
Summary SFDR (172 kB)
Handelsbanken Stiftelsefond (B1 SEK)
Legal name: Handelsbanken Stiftelsefond (B1 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.
The fund is actively managed and invests in fixed income funds, equity funds and other financial instruments. The fund invests primarily in funds within Handelsbanken, but may also invest in funds managed by other fund management companies.
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
Allokeringsgruppen Responsible: Pär Sjögemark
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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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31.10.2024
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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 |
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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). |
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30.09.2024
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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. The fund complies with the UN Principles for Responsible Investments. |
Graph
Performance
| Rate 22.11.2024 | 1 week | 1 month | 3 months | 2024 | 1 year | 5 years | 10 years |
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| 151.87 SEK | -1.44% | -1.24% | 1.62% | 12.27% | 17.36% | 43.85% | 105.50% |
Portfolio 16.10.2024
The equity market rebounded in September following a weak start to the month. Emerging markets posted the strongest performance, particularly the Chinese markets which rose sharply after China announced interest rate cuts and stimulus measures. Performance in the Swedish equity market was also positive, with real estate investments posting strength. In contrast, the other Nordic stock markets posted negative performance, largely due to the weak performance of Danish Novo Nordisk during the month.
Market rates fell in the fixed income markets, most notably bonds with shorter duration, after several central banks cut their key rates and indicated that several cuts could occur during the coming year. The US central bank lowered its rate by 0.5% to stimulate growth in the domestic economy. As expected, the Swedish Riksbank lowered the repo rate by 0.25% and the market is expecting at least two additional cuts during the year. Both the US and the Swedish central banks believe that the risk for inflation is under control, which opens the door for several rate cuts. The lower interest rates were favorable for fixed income investments, which rose during the month.
We are maintaining our positive outlook on risk assets and expect the inflation rate to continue to decline and that economic growth will gain momentum. In this climate we also expect to see higher corporate earnings. As a result, we believe there are good conditions for a further rise in the equity markets and therefore remain overweight in equities relative to fixed income investments. We see the strongest potential in high-quality companies, small caps, digitalization, healthcare and real estate. Within the fixed income holdings we prefer corporate bonds as we believe these offer attractive yields.
Portfolio distribution 31.10.2024
Geographic breakdown 31.10.2024
