Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (141 kB)
Prospectus (1599 kB)
Periodic reports
Sustainability SFDR (1049 kB)
Annual review (PF) (3153 kB)
Semi-annual report (PF) (186 kB)
Marketing material
Brief fund information
Summary SFDR (172 kB)
Pre-contractual SFDR
Pre-contractual SFDR (1151 kB)
Handelsbanken Pension 60 Aktiv
Legal name: Handelsbanken Pension 60 Aktiv
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 and is most appropriate for investors born in the 1960s. The fund invests in Nordic and global equity funds, as well as Swedish fixed income funds. The objective of the fund is to achieve good returns, while gradually reducing risk up to the time of retirement. We decrease the proportion of equities and gradually increase the proportion of interest-bearing securities until the retirement age. 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 www.handelsbanken.se/funds 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 Spotlight
The fund rules will be changed on 10 October 2025.Read more
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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30.09.2025
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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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31.07.2025
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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 21.10.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
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| 407.47 SEK | 0.47% | 0.83% | 1.65% | 0.12% | -1.37% | 40.79% | 125.03% |
Portfolio 09.10.2025
Portfolio manager comments — Q3 2025
The upward trend in equity markets continued during September, with the Stockholm Stock Exchange* rising by 0.6%, while global equity markets**, measured in Swedish kronor, gained 3.2%. The main drivers behind market movements in September were better-than-expected macroeconomic data and dovish communication from central banks.
On the fixed income side, short-term market rates declined following the Riksbank’s 25 basis point rate cut to 1.75%. Meanwhile, the Swedish 10-year government bond yield rose to 2.70%, indicating a continued divergence between short- and long-term interest rates. In June, long- and short-term rates in Sweden were roughly at the same level, but long-term rates have since increased to a level 0.8% higher than short-term rates.
We maintain a relatively positive outlook on the market going forward and see potential for continued bullish sentiment. Our view is underpinned by the current economic cycle phase, where growth appears poised to rebound, especially in Sweden, while inflation trends downward toward central banks’ 2% targets. This justifies the maintenance of low policy rates.
Furthermore, U.S. companies continue to demonstrate robust earnings growth, with forecasts indicating that Swedish and European corporate profits are also expected to accelerate in 2026. This outlook is supported by fiscal stimulus measures, such as the expansive budget announced in Sweden. We also see potential for increased corporate activity, including accelerated mergers and acquisitions, initial public offerings, and share buybacks.
*SIX Sweden SRI Index GI
**Solactive ISS ESG Screened Paris Aligned Global Markets Index NTR, SEK
Portfolio distribution 30.09.2025
Geographic breakdown 30.09.2025
