Factsheet and Information Brochure
Factsheet
Performance Fee (888 kB)
Target Market
Costs and charges
Fund rules (211 kB)
Prospectus (1404 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 (B1 SEK)
Legal name: Handelsbanken Räntestrategi Plus (B1 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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31.10.2024
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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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31.07.2024
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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 21.11.2024 | 1 week | 1 month | 3 months | 2024 | 1 year | 5 years | 10 years |
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| 95.83 SEK | 0.02% | -0.31% | 0.58% | 2.77% | 4.83% | 12.67% | - |
Portfolio 17.10.2024
Portfolio manager comments — Q3 2024
Fund performance was positive during Q3 and the fund rose just over 3% in SEK. Global rates fell sharply in the period. After a calm start to the quarter, concerns about a recession increased at the beginning of August as a result of weak economic data from the US labor market in particular. This led the market to expect sharp cuts to key rates. Although the downturn in risk assets rebounded rapidly, the fixed income market continued to price in a high risk for a recession. The central banks reacted by cutting key rates across a broad front. The Riksbank, which began its cycle of rate cuts already in Q2, followed this up with two additional cuts. The European Central Bank followed up its rate cut in June with a further cut in September, while the US central bank (Fed) began its cycle of rate cuts by lowering rates by 50 bps in September.
Our baseline scenario during the year has been that there was a high risk for a recession and that we will be facing a weaker labor market. The fund has therefore been positioned for lower interest rates and steeper yield curves with durations between two and ten years, which was favorable for fund returns during the quarter. Our assessment is that Sweden is slightly ahead in the cycle and has bottomed out. The fund is strategically positioned to benefit from a higher 5-year rate in Sweden relative to Germany, which also contributed positively to returns. The fund’s positions in corporate bonds also contributed positively to returns due to a stable credit market. We also believe that emerging market bonds will benefit from lower US interest rates and have increased the exposure to almost 11%. Emerging markets contributed positively to returns during the period.
Portfolio distribution
Geographic breakdown 31.10.2024
