Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (146 kB)
Prospectus (1380 kB)
Periodic reports
Sustainability SFDR (929 kB)
Annual review (PF) (2868 kB)
Semi-annual report (PF) (187 kB)
Marketing material
Brief fund information
Summary SFDR (143 kB)
Handelsbanken Pension 70 Aktiv
Legal name: Handelsbanken Pension 70 Aktiv (A1 SEK)
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 most appropriate for investors born in the 1970s. 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.
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).
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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30.06.2024
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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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31.05.2024
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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. |
Graph
Performance
| Rate 22.07.2024 | 1 week | 1 month | 3 months | 2024 | 1 year | 5 years | 10 years |
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| 465.37 SEK | -0.94% | 2.97% | 7.15% | 17.20% | 20.19% | 73.12% | 202.88% |
Portfolio 11.07.2024
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 market continued to focus on inflation data and the actions of the central banks. The Swedish market rates fell in the period. 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. In the alternative holdings we purchased the hedge fund AQR Adaptive Equity Market Neutral Fund, which invests in a number of different strategies.
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. We see the strongest potential in high-quality companies, small caps, digitalization, healthcare and real estate.
Portfolio distribution 30.06.2024
Geographic breakdown 30.06.2024
