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Semi-annual report (PF) (188 kB)
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Brief fund information
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Pre-contractual SFDR (1155 kB)
Handelsbanken Flexibel Ränta (A1 SEK)
Legal name: Handelsbanken Flexibel Ränta (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 is an actively-managed fund of funds that invests primarily in fixed income funds with exposure to Sweden and the rest of the world. Investments may be made within Handelsbanken's funds as well as in other funds of selected management companies. Fixed income funds may invest in fixed income securities in SEK as well as foreign currencies and are issued by states, companies and mortgage institutions. The fund's investments may be highly concentrated on one region.
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: 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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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 04.02.2026 | 1 week | 1 month | 3 months | 2026 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 126.64 SEK | 0.13% | 0.52% | 0.73% | 0.54% | 2.04% | 11.98% | 20.40% |
Portfolio 26.01.2026
Portfolio manager comments — Q4 2025
During the fourth quarter, bond yields rose in Sweden and Europe, while US bond yields moved sideways. Rising yields negatively affected holdings with longer maturities; however, as the portfolio maintained a shorter average maturity than normal, the fund was less negatively impacted.
Several central banks cut policy rates during the quarter. We assess that the Swedish and European central banks will keep policy rates unchanged over the coming quarters, while the US central bank is likely to continue cutting rates.
During the quarter, we further reduced the average maturity, as we see a risk of higher long term yields over time. We also increased holdings in emerging market bonds, where we see potential for attractive risk adjusted returns due to higher running yields. Exposure to high yield was reduced somewhat, as risk premiums are currently at low levels.
During the third quarter, the fund delivered a return of 0,7%, which was 40 basis points higher than the benchmark index. For the full year 2025, the fund returned 2,3%, outperforming the index by 85 basis points.
Portfolio distribution 31.12.2025
Geographic breakdown 31.12.2025
