Handelsbanken Räntestrategi Plus (A10 SEK)

The fund is an actively-managed fixed income fund. The fund is a special fund (non-UCITS) and differentiates itself from a securities fund by having significant holdings in government securities and covered bonds issued by individual states or issuers.

The fund’s objective is to attain a high risk-adjusted return through active positions on the global fixed income markets. Fund returns are determined by how the fund's investments in interest-bearing instruments increase or decrease in value. The objective is to also generate positive returns irrespective of the rise or fall of market rates.

The fund invests in interest-bearing and interest-related financial instruments in various currencies issued by states, municipalities and companies. These investments shall have a minimum credit rating of BB- from Standard & Poor’s or Nordic Credit Rating, or Ba3 from Moody's, or where the Management Company has determined the credit worthiness and bear a rating that is equivalent to the aforementioned ratings in the absence of an official credit rating. A maximum of 2% of the fund's value may have an exposure to currency risk. The fund may also invest in interest rate derivatives, such as forward contracts, repurchase agreements and swap contracts. The average residual fixed interest period may be negative in an effort to create positive fund returns.

International norms and guidelines with regard to the environment, social responsibility and corporate governance are taken into consideration within the scope of the fund’s investment focus. The fund applies an exclusion strategy in companies active within the fossil fuels, war materials, tobacco, cannabis, alcohol, commercial gambling and pornography areas/sectors. The fund may invest in sustainable, social and green bonds issued by companies involved in power generation from fossil fuels.

The fund may invest in derivative instruments as part of its investment focus. The fund may invest a maximum of 10% of the fund capital in fund units.

We compare the fund's performance with SHB Government Rate Index 3M SEK. As the fund is actively managed the performance will over time deviate from this index.

Additional information about the sustainability work, the share class designation in parentheses and the management in relation to the funds benchmark index and risk level, may be found in the prospectus.

Recommendation: This fund may not be suitable for investors who plan to withdraw their money within 5 years.