Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (152 kB)
Prospectus (1339 kB)
Periodic reports
Sustainability SFDR (925 kB)
Annual review (PF) (2868 kB)
Semi-annual report (PF) (188 kB)
Marketing material
Brief fund information
Summary SFDR (175 kB)
Handelsbanken Pension 60 - Pension & Försäkring
Legal name: Handelsbanken Pension 60 (A13 SEK)
Registered in Sweden (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 primarily intended for investors born in the 1960s. The fund is suitable for pension savings, which means that as you age, the fund investments become safer by gradually switching investments from the equity market to the fixed income market.
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
Anders Dolata Experience in the fund industry 1994. Portfolio Manager since 1 April 2020.
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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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30.09.2024
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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 22.11.2024 | 1 week | 1 month | 3 months | 2024 | 1 year | 5 years | 10 years |
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| 365.25 SEK | -1.01% | -1.02% | 1.15% | 13.00% | 16.62% | 58.18% | 154.03% |
Portfolio distribution 31.10.2024
Geographic breakdown 31.10.2024
