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Fund rules (155 kB)
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Semi-annual report (PF) (190 kB)
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Brief fund information
Summary SFDR (172 kB)
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Pre-contractual SFDR (1160 kB)
Handelsbanken Ränteavkastning (A1 SEK)
Legal name: Handelsbanken Ränteavkastning (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 in SEK issued by a state, a municipality, or by a government or municipal authority in a country within the EEA or by an intergovernmental agency in which one or several states within the EEA are members, as well as in covered bonds. The average residual fixed interest duration for fund investments is between 0 and 7 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
Mikael Rosell Experience in the fund industry 1997. Portfolio Manager since 15 October 2018.
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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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31.12.2025
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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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31.10.2025
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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 06.02.2026 | 1 week | 1 month | 3 months | 2026 | 1 year | 5 years | 10 years |
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| 1,975.08 SEK | 0.31% | 0.96% | 0.70% | 0.74% | 2.23% | 2.17% | 6.66% |
Portfolio 26.01.2026
Portfolio manager comments — Q4 2025
The fourth quarter was characterized by strong global risk appetite, despite continued significant uncertainty regarding the ultimate effects of the dramatic shift in US economic policy and changing geopolitical conditions on the global economy and risk oriented asset classes. A key question is whether US tariffs will trigger a substantial adjustment in the country’s current account balance, leading to corresponding changes in global financial flows, or whether adjustments in financial flows will instead drive changes in the US current account.
There are no conclusive signs that the US dollar has lost its position as the global reserve currency, but it is notable that, among other assets, gold prices have continued to rise. The period was also marked by a clear shift in expectations regarding future policy rates. In the US, the Federal Reserve cut policy rates on two occasions to a range of 3,50–3,75%, while market expectations for rate cuts by the European Central Bank over the coming year were largely priced out. In Sweden, the market instead began to price in a rate hike by the Riksbank during 2026. There are arguments suggesting that economic activity in Sweden may pick up, but inflation is nevertheless expected to remain moderate over the coming year, partly as a result of the strengthening of the Swedish krona.
Overall, and against the backdrop of our assessment of a negative asymmetric global risk profile, the fund has continued to maintain an overweight in Swedish interest rate risk with the highest credit quality (AAA), which weighed somewhat on relative performance. However, the fund’s positioning for steeper yield curves in Sweden performed well, although parts of this exposure were reduced during the period. Investments in covered mortgage bonds, as well as bonds issued by Swedish municipalities and supranational institutions, also contributed positively to the fund’s relative performance.
Portfolio distribution 31.12.2025
Geographic breakdown 31.12.2025
