Factsheet and Information Brochure
Factsheet
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Fund rules (169 kB)
Prospectus (1404 kB)
Periodic reports
Sustainability SFDR (1025 kB)
Annual review (PF) (3133 kB)
Semi-annual report (PF) (194 kB)
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Brief fund information
Summary SFDR (173 kB)
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Pre-contractual SFDR (929 kB)
Handelsbanken Hållbar Global Obligation (A1 SEK)
Legal name: Handelsbanken Hållbar Global Obligation (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 an actively-managed fixed income fund that invests in sustainable bonds which are specifically issued for the purpose of financing improvements to the environment, climate, poverty or one of the other 17 UN Global Sustainable Development Goals. The fund invests worldwide in bonds that have a credit rating of Investment Grade, which refers to high-quality credit. The average residual maturity for the fund's investments total a maximum of seven years and holdings are currency-hedged in SEK.
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 9 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 9 fund pursuant to EU regulation 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR).
Fund manager
Karin Lockne Experience in the fund industry 2006. Portfolio Manager since 20 February 2019.
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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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The fund has sustainable investments as its objective. Accordingly, the fund invests in companies with products and services that are considered as contributing positively to the direct fulfillment of one or several of the targets in Agenda 2030. Refer to the fund's prospectus for additional information. The fund is reported as an Article 9 fund pursuant to EU regulation on sustainability-related disclosures in the financial services sector (SFDR). Read more |
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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 |
|---|---|---|---|---|---|---|---|
| 103.02 SEK | 0.14% | 0.55% | 0.49% | 0.56% | 2.96% | -0.44% | - |
Portfolio 26.01.2026
Portfolio manager comments — Q4 2025
The fund delivered positive performance during the fourth quarter, which was characterized by significant movements in interest rate markets and mixed developments across credit markets.
Global financial markets continued to be influenced by developments in the US, and this quarter was no exception. The US federal government was shut down for a total of 43 days due to disagreements over the budget. The shutdown created uncertainty, as no economic data could be published, meaning that the US Federal Reserve had to act without access to complete information. Despite this, policy rates were cut on two occasions – in October and December – by a total of 50 basis points.
Europe also experienced an eventful quarter. France once again came into focus due to political turbulence and uncertainty surrounding the budget. S&P downgraded the country’s credit rating to A+, which had some impact on credit markets. The European Central Bank chose to keep policy rates unchanged, but signaled that the next move is likely to be a hike, citing revised forecasts for growth and inflation. This contributed to a significant rise in European government bond yields. The Riksbank acted more cautiously and kept its policy rate unchanged, in line with market expectations. Swedish interest rates were nevertheless influenced by developments in Europe and rose toward the end of December.
Credit markets were relatively stable during the quarter. At times, concerns emerged regarding the future funding needs of AI companies, developments within US private credit, and political turbulence in France, which primarily affected French issuers. Credit spreads in the investment grade segment moved largely sideways, while inflows provided clear support to the market.
During the quarter, the fund maintained a long duration position and positions for yield curve steepening, with the latter making the most positive contribution. In addition, the fund maintained higher credit risk than its benchmark index*, which was also beneficial. Among new investments were, for example, a green bond issued by the City of Tokyo and a newly structured green “energy efficiency bond” from Vasakronan. This bond is unique in that all proceeds are allocated to energy efficiency measures for properties that are not yet classified as green. We look forward to seeing more such bonds that clearly contribute to tangible improvements.
* Solactive Green and Social 3.5y IG SEK Hedged TR Index
Portfolio distribution 31.12.2025
Geographic breakdown 31.12.2025
