Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (179 kB)
Prospectus (1355 kB)
Periodic reports
Sustainability SFDR (929 kB)
Annual review (PF) (2865 kB)
Semi-annual report (PF) (190 kB)
Marketing material
Brief fund information
Summary SFDR (168 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: Pär Sjögemark
|
|
||
|---|---|---|---|
|
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.
|
|
|
||
|---|---|---|---|
|
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). |
|
30.09.2024
|
|||
|---|---|---|---|
|
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 20.11.2024 | 1 week | 1 month | 3 months | 2024 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 123.43 SEK | 0.06% | 0.61% | 1.38% | 5.62% | 6.60% | 6.85% | 17.30% |
Portfolio 17.10.2024
Portfolio manager comments — Q3 2024
Fund performance was positive during Q3 and the fund rose 2% in SEK. During the autumn several central banks cut their key rates and also communicated that several cuts would occur during the upcoming year. The US central bank cut its key rate by 0.5% in September to stimulate growth in the domestic economy. As expected, the Swedish Riksbank also cut the repo rate by 0.25% and the market is expecting at least two additional rate cuts during the year. Both the US and the Swedish central banks believe that the risk for inflation is under control, which opens the door for further rate cuts ahead.
The strongest performers during the quarter were corporate bonds with a slightly higher credit risk, so-called High Yield. We continue to believe that these investments offer attractive risk-adjusted returns and are retaining our position. The portfolio has a neutral duration in the holdings and continues to hold an overweight in corporate credits and emerging market bonds.
Portfolio distribution 31.10.2024
Geographic breakdown 31.10.2024
