Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (172 kB)
Prospectus (1551 kB)
Periodic reports
Sustainability SFDR (1049 kB)
Annual review (PF) (3149 kB)
Semi-annual report (PF) (190 kB)
Marketing material
Brief fund information
Summary SFDR (171 kB)
Handelsbanken Multi Asset 40 (B8 SEK)
Legal name: Handelsbanken Multi Asset 40 (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. 25-55 % of the fund's value shall be invested in equity funds or other equity-related financial instruments, 25-65% 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.
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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31.03.2025
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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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31.01.2025
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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 17.04.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
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| 101.95 SEK | 2.49% | -3.81% | -6.11% | -5.81% | -1.51% | 29.19% | - |
Portfolio 16.04.2025
Portfolio manager comments — Q1 2025
Donald Trump’s trade policy continues to dominate the mood of the market, and several statements about increased tariffs resulted in clear stock market declines worldwide. The Stockholm stock exchange fell, while global markets declined even more, driven primarily by a weaker US equity market. As a result, Q1 can be summarized with clear declines in the US equity markets, while Europe and Sweden have held up relatively well thus far and are at the same levels as the turn of the year.
We also saw significant movement in the fixed income and foreign exchange markets, where long-term rates in Sweden and Europe have risen approximately 0.3 percent since year-end, and the SEK has strengthened significantly against both the USD and EUR. The exchange rate against the USD has fluctuated from SEK 11 to SEK 10 per USD since year-end, which had a negative impact on Swedish investors’ investments in foreign securities.
The major policy shifts in the US entail a trade policy whirlwind, where tariffs are introduced one day, paused the next day, and doubled on the third day. This creates significant uncertainty in the markets as the transparency for both investors and economists is poor and results in higher risk aversion. Furthermore, the geopolitical concern is heightened at the same time as old structures and alliances are changing.
We expect stock market performance to be marked by further volatility as well as be news-driven. The political structures we have known for years are changing and lead to natural consequences. Our basic view is that the economy will improve, which should provide support to the equity markets during the year. When the political turmoil has settled, the focus should shift in this direction.
The global equity portfolio had a clear overweight in European equities, which was a position we recently reduced after strong share price performance. We have underweights in major technology companies within US equities in favor of smaller companies that we believe can benefit from the tax policies Trump is expected to push forward. Sector-wise, the portfolio has an overweight in industrials and healthcare companies, while we have an underweight in technology and financials.
In the short term, the outlooks are more uncertain but we believe there are many well-managed high-quality companies that have been significantly undervalued without a change to their fundamental situation. This leads to buying opportunities over a longer perspective. For the time being we are retaining the overweight in equities relative to fixed income.
Portfolio distribution 31.03.2025
Geographic breakdown 31.03.2025
