Handelsbanken Kapitalförvaltning 50 (A1 EUR)

Legal name: Handelsbanken Kapitalförvaltning 50 (A1 EUR)
Mixed 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.

Fact sheet and documents Print page
Factsheet and Information Brochure
Factsheet 
Target Market
Costs and charges
Fund rules (152 kB)
Prospectus (1365 kB)
Periodic reports
Sustainability SFDR (929 kB)
Annual review (PF) (2868 kB)
Semi-annual report (PF) (189 kB)
Marketing material
Brief fund information 
Summary SFDR (173 kB)

Avkastning

In percent including distribution
Grafen ovan visar den historiska avkastningen i svenska kronor, SEK, efter avgifter. Avkastningen är beräknad med utdelningen återlagd. Ingen hänsyn är tagen till inflation.
Performance Fund Index 1
31.10.2024 6.89 -
2024 6.89 7.79
2023 8.66 11.36
2022 -14.93 -13.13
2021 12.82 13.34
2020 8.18 8.24
2019 12.47 15.00
2018 -4.33 -2.47
2017 6.47 4.75
2016 2.54 4.34
2015 7.81 6.64
2014 8.07 10.29
2013 10.73 10.31
Average performance Fund1
2 years 7.70
3 years -0.04
5 years 4.39
   
   
1 Benchmark index: Solactive ISS ESG Screened Paris Aligned Global Markets Index NTR (25%), Solactive Eurozone Government Bond Index TR (25%), SIX SRI Nordic 200 Net Index (18,75%), Solactive ISS ESG Screened Paris Aligned Nordic Index NTR (6,25%), Solactive European 3M Interbank Money Market Index (25%). The information in the table refers to the benchmark index valid at any given time. In the event the fund has previously had other benchmark indexes, this information can be found in the fund's annual report.
Svenska Handelsbanken AB (PLC)

Historical yields are not a guarantee of future returns. The money you invest in a fund can both increase and decrease in value and it is not guaranteed that you will recover the entire invested amount.
Handelsbanken does not assume liability for any errors in the information.

Handelsbanken's funds are classified in seven risk classes, 1 for the lowest risk and 7 for the highest risk.