Factsheet and Information Brochure
Factsheet
Performance Fee (888 kB)
Target Market
Costs and charges
Fund rules (211 kB)
Prospectus (1556 kB)
Periodic reports
Sustainability SFDR (925 kB)
Annual review (PF) (2884 kB)
Semi-annual report (PF) (196 kB)
Marketing material
Brief fund information
Summary SFDR (172 kB)
Handelsbanken Räntestrategi Plus (A7 SEK)
Legal name: Handelsbanken Räntestrategi Plus (A7 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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31.01.2025
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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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31.12.2024
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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 14.02.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
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| 115.87 SEK | -0.17% | 0.78% | 1.29% | 0.97% | 4.59% | 13.66% | - |
Portfolio 15.01.2025
Portfolio manager comments — Q4 2024
Global rates rose in Q4 despite additional rate cuts from the US central bank (Federal Reserve), the European Central Bank (ECB), and the Riksbank. After concerns about a recession dominated Q3, the risk appetite returned in Q4. Strong economic data, most notably in the US, caused the market to reevaluation previous expectations for additional rate cuts. The results of the US presidential election were an additional driving force behind the upturn in interest rates. The market interpreted Donald Trump’s victory as a signal providing support to risk assets but also a risk for higher inflation in the US. Our baseline scenario during the year has been that we are entering a weaker phase of economic growth, that valuations on risk assets are strained, and that we are facing a weaker labor market ahead. Consequently, the fund was positioned for lower interest rates and steeper yield curves between two and ten years. However, this strategy had a negative impact on returns in the quarter. Our assessment is that Sweden is slightly ahead in the cycle and has bottomed out. The fund was therefore previously strategically positioned to benefit from a higher 5-year rate in Sweden relative to Germany. This position contributed positively to returns during the quarter and was closed in December when the target level was reached. The fund’s positions in corporate bonds also contributed positively to returns due to a stable credit market. In September we increased the proportion of emerging market bonds to almost 11% and these performed strongly during Q4. The positive returns were driven by stronger currencies in the emerging markets against the SEK, while interest rate rose. However, high coupon rates mean that the performance was relatively neutral in the fixed income segment.
Portfolio distribution
Geographic breakdown 31.01.2025
