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.
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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). |
30.06.2024
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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. |
Rate 01.10.2024 | 1 week | 1 month | 3 months | 2024 | 1 year | 5 years | 10 years |
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407.24 SEK | 0.15% | 0.20% | 1.00% | 12.48% | 17.12% | 53.71% | 161.62% |
The month of June was positive for the global equity markets and the World Index rose just 3% in SEK. A weaker SEK benefited the returns on foreign holdings. The US equity markets posted the strongest performance, driven by the major US technology companies. Emerging markets also posted strength in the period. In contrast, the stock markets in Sweden and Europe lagged. The Swedish market rates fell in June, which led bond funds to outperform fixed income funds with shorter duration. The market continued to focus on inflation data and the actions of the central banks. As expected, the European Central Bank cut interest rates at the beginning of June. The upcoming elections in France, UK and US have periodically affected the financial markets.
We increased the fund’s holdings in Handelsbanken Global Digital and Handelsbanken Hälsovård Tema. We also added a new global equity fund, JPMorgan Global Research Enhanced Index Fund, whose strategy is based on Handelsbanken’s sustainability framework. We decreased the exposure to US small caps and made a corresponding increase in European small caps where we currently see greater potential.
We are maintaining our positive outlook on risk assets and expect the inflation rate to continue to decline and that economic growth will gain momentum. In this climate we also expect to see higher corporate earnings. As a result, we believe there are good conditions for a further rise in the equity markets and therefore remain overweight in equities relative to fixed income investments. We see the strongest potential in high-quality companies, small caps, digitalization, healthcare and real estate. Within the fixed income holdings we prefer corporate bonds as we believe these offer attractive yields.Within the fixed income holdings we prefer corporate bonds as we believe these offer attractive yields.We are maintaining our positive outlook on risk assets and expect the inflation rate to continue to decline and that economic growth will gain momentum. In this climate we also expect to see higher corporate earnings. As a result, we believe there are good conditions for a further rise in the equity markets and therefore remain overweight in equities relative to fixed income investments. We see the strongest potential in high-quality companies, small caps, digitalization, healthcare and real estate. Within the fixed income holdings we prefer corporate bonds as we believe these offer attractive yields. as we believe these offer attractive yields.We are maintaining our positive outlook on risk assets and expect the inflation rate to continue to decline and that economic growth will gain momentum. In this climate we also expect to see higher corporate earnings. As a result, we believe there are good conditions for a further rise in the equity markets and therefore remain overweight in equities relative to fixed income investments. We see the strongest potential in high-quality companies, small caps, digitalization, healthcare and real estate. Within the fixed income holdings we prefer corporate bonds as we believe these offer attractive yields.Within the fixed income holdings we prefer corporate bonds as we believe these offer attractive yields.We are maintaining our positive outlook on risk assets and expect the inflation rate to continue to decline and that economic growth will gain momentum. In this climate we also expect to see higher corporate earnings. As a result, we believe there are good conditions for a further rise in the equity markets and therefore remain overweight in equities relative to fixed income investments. We see the strongest potential in high-quality companies, small caps, digitalization, healthcare and real estate. Within the fixed income holdings we prefer corporate bonds as we believe these offer attractive yields.