Factsheet and Information Brochure
Factsheet
Performance Fee (888 kB)
Target Market
Costs and charges
Fund rules (204 kB)
Prospectus (1661 kB)
Periodic reports
Sustainability SFDR (1047 kB)
Annual review (PF) (3191 kB)
Semi-annual report (PF) (196 kB)
Marketing material
Brief fund information
Summary SFDR (172 kB)
Pre-contractual SFDR
Pre-contractual SFDR (1157 kB)
Handelsbanken Räntestrategi Plus
Legal name: Handelsbanken Räntestrategi Plus (A1 SEK)
Alternative Fund Registered in Sweden (Non-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 a special fund (non-UCITS) and differentiates itself from a securities fund by having significant holdings in government securities issued by individual states. The fund invests in interest-bearing securities denominated in various currencies that are issued by states, municipalities and companies. The fund may have a negative average remaining fixed interest period in an effort to create positive returns.
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
Joakim Buddgård Experience in the fund industry 2006. Portfolio Manager since 3 September 2015.
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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 04.11.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
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| 118.08 SEK | 0.05% | 0.37% | 0.79% | 4.50% | 5.24% | 16.42% | 18.55% |
Portfolio 09.10.2025
Portfolio manager comments — Q3 2025
During the third quarter, political uncertainty eased somewhat, although it remained elevated. New tariff agreements have come into effect, creating more predictable conditions. These effects are reflected, among other things, in rising inflation in the United States. Market interest rates increased in Europe and Sweden, while U.S. rates declined following weaker labor market data. This benefitted the fund, as we had previously positioned for lower U.S. five-year rates, in line with our forecast of a slowing U.S. economy.
The U.S. Federal Reserve (Fed) lowered its policy rate in September and signaled the possibility of further reductions, while the Riksbank also cut rates but indicated that this was likely the final cut in the current cycle. The European Central Bank (ECB) left rates unchanged due to stable inflation in the euro area.
Concerns over an increased supply of long-term bonds led to steeper yield curves globally, especially in Sweden following the government's reform package and fiscal stimulus measures.
The fund’s positioning for steeper yield curves in the U.S., Europe, and Sweden performed well. We have partially closed some of these exposures but also extended durations as the central bank cycle nears its end. Investments in covered mortgage bonds and corporate bonds also contributed positively to the fund's returns, supported by a continued stable credit market. Holdings in emerging market bonds and positions benefiting from a stronger Swedish krona also added to performance.
Portfolio distribution
Geographic breakdown 30.09.2025
