Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (200 kB)
Prospectus (1392 kB)
Periodic reports
Sustainability SFDR (928 kB)
Annual review (PF) (2871 kB)
Semi-annual report (1799 kB)
Marketing material
Brief fund information
Summary SFDR (143 kB)
Handelsbanken Multi Asset 25 (B8 SEK)
Legal name: Handelsbanken Multi Asset 25 (B8 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, alternative assets and in other financial instruments. 10-35% of the fund's value shall be invested in equity funds or other equity-related financial instruments, 40-80% in fixed income funds or other fixed income related financial instruments and 0-30% in funds and other financial instruments with alternative exposure. The fund invests primarily in funds within Handelsbanken as well as in fund that are managed by other fund management companies. Refer to Portfolio distribution at below for the current distribution.
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).
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: Johann Guggi
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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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31.05.2024
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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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30.04.2024
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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 03.07.2024 | 1 week | 1 month | 3 months | 2024 | 1 year | 5 years | 10 years |
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| 102.41 SEK | 0.09% | 0.70% | 1.58% | 5.58% | 8.42% | 19.30% | - |
Portfolio 11.06.2024
The month of May began on a positive note with the global equity markets encouraged by a decrease to market rates in conjunction with lower concerns about inflation. Market performance was more sideways at the end of the month due to mixed economic data that created uncertainty about inflation growth and upcoming cuts to interest rates, particularly in the US. Performance in the Nordic stock markets was positive, with small caps outperforming large caps, which was favorable for the portfolio’s overweight in small caps. Investments in real estate also contributed positively, while the exposure to high-quality companies lagged.
The SEK strengthened, most notably against the USD, which had a negative impact on the portfolio’s foreign investments. At the same time, the overweight in Swedish equities was positive for the portfolio’s relative performance in the period.
Interest rates fell initially in the fixed income market. The market encountered volatility at the end of May as a result of the mixed signals in economic data, which increased uncertainty about inflation and the actions of the central banks during the year. As expected, the Riksbank cut the repo rate and the market is also expecting rate cuts by the European Central Bank. The US central bank is not expected to cut its key rate until after the summer. Lower interest rates were positive for the fixed income holdings, with credits posting the most strength. Emerging market bonds posted negative performance as the strong SEK had a negative impact on these holdings. A softer monetary policy, together with a slower rate of inflation in Sweden, can increase risk sentiment in the market and thereby support additional positive performance in the equity market.
We are maintaining our positive outlook on risk assets and expect the rate of inflation to continue to move towards the inflation target, while economic growth appears to be trending upwards. As a result, we expect to see higher corporate earnings going forward. We see the greatest potential in high-quality companies, small caps, companies within digitalization and real estate companies. Within the fixed income holdings we prefer corporate bonds. Lastly, we are retaining an overweight in equities and are continuing to invest in new global equity funds that provide a beneficial diversification within the global equity portfolio.
Interest rates fell initially in the fixed income market. The market encountered volatility at the end of May as a result of the mixed signals in economic data, which increased uncertainty about inflation and the actions of the central banks during the year. As expected, the Riksbank cut the repo rate and the market is also expecting rate cuts by the European Central Bank. The US central bank is not expected to cut its key rate until after the summer. Lower interest rates were positive for the fixed income holdings, with credits posting the most strength. Emerging market bonds posted negative performance as the strong SEK had a negative impact on these holdings. A softer monetary policy, together with a slower rate of inflation in Sweden, can increase risk sentiment in the market and thereby support additional positive performance in the equity market.
We are maintaining our positive outlook on risk assets and expect the rate of inflation to continue to move towards the inflation target, while economic growth appears to be trending upwards. As a result, we expect to see higher corporate earnings going forward. We see the greatest potential in high-quality companies, small caps, companies within digitalization and real estate companies. Within the fixed income holdings we prefer corporate bonds. Lastly, we are retaining an overweight in equities and are continuing to invest in new global equity funds that provide a beneficial diversification within the global equity portfolio.
Portfolio distribution 30.06.2024
Geographic breakdown 31.05.2024
