Factsheet and Information Brochure
Factsheet
Performance Fee (865 kB)
Target Market
Costs and charges
Fund rules (193 kB)
Prospectus (1523 kB)
Periodic reports
Sustainability SFDR (1046 kB)
Annual review (PF) (3189 kB)
Semi-annual report (PF) (199 kB)
Marketing material
Brief fund information
Summary SFDR (171 kB)
Handelsbanken Räntestrategi (B1 SEK)
Legal name: Handelsbanken Räntestrategi (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. A maximum of 2% of the fund's value may have exposure to currency risk.
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 10 June 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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31.03.2025
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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 17.04.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
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| 101.78 SEK | 0.10% | 0.25% | 0.76% | 1.04% | 4.48% | 13.38% | - |
Portfolio 16.04.2025
Portfolio manager comments — Q1 2025
US market rates fell during Q4 2024, while European and Swedish rates rose, despite rate cuts by both the European Central Bank (ECB) and the Riksbank.
The market’s risk sentiment shifted at the outset of 2025 after a period of good risk appetite at the end of 2024. Economic and political uncertainty increased, particularly with the weaker economic signals from the US. At the same time, inflation began to rise from already high levels, which raised concerns about stagflation. This led to a decline in interest rates in the US, while more positive outlooks in Europe that previously had very low expectations, resulted in relatively stable short-term rates.
An increase in fiscal stimulus within Europe and Sweden, most notably in defense investments, meant stronger growth and incesased borrowing needs, which led to a rise in long-term interest rates in Europe.
During 2025, the fund has been positioned for lower US medium-term interest rates and a steeper yield curve between two and ten years in the US, Europe and Sweden, which benefited returns during Q1.
In January we opened a tactical position for a higher two-year yield in Sweden relative to Europe based on our assessment that the Riksbank had reached the end of its cycle of interest rate cuts, while the ECB is expected to continue. The position performed well and was closed in March when the target level was reached.
The fund’s positions in corporate bonds also contributed positively to returns due to a stable credit market.
Portfolio distribution
Geographic breakdown 28.02.2025
