Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (180 kB)
Prospectus (1420 kB)
Periodic reports
Sustainability SFDR (883 kB)
Annual review (PF) (3133 kB)
Semi-annual report (PF) (194 kB)
Marketing material
Brief fund information
Summary SFDR (173 kB)
Handelsbanken Hållbar Global Obligation (A9 SEK)
Legal name: Handelsbanken Hållbar Global Obligation (A9 SEK)
Bond Fund 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 an actively-managed fixed income fund that invests in sustainable bonds which are specifically issued for the purpose of financing improvements to the environment, climate, poverty or one of the other 17 UN Global Sustainable Development Goals. The fund invests worldwide in bonds that have a credit rating of Investment Grade, which refers to high-quality credit. The average residual maturity for the fund's investments total a maximum of seven years and holdings are currency-hedged in SEK.
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 9 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 9 fund pursuant to EU regulation 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR).
Fund manager
Karin Göransson Experience in the fund industry 2006. Portfolio Manager since 20 February 2019.
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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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The fund has sustainable investments as its objective. Accordingly, the fund invests in companies with products and services that are considered as contributing positively to the direct fulfillment of one or several of the targets in Agenda 2030. Refer to the fund's prospectus for additional information. The fund is reported as an Article 9 fund pursuant to EU regulation on sustainability-related disclosures in the financial services sector (SFDR). Read more |
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31.01.2025
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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 |
|---|---|---|---|---|---|---|---|
| 100.26 SEK | 0.46% | 0.93% | 1.44% | 1.40% | 5.51% | 2.60% | - |
Portfolio 16.04.2025
Portfolio manager comments — Q1 2025
The financial markets experienced turbulence during the first quarter of 2025. Donald Trump took office as president and immediately began with threats of high tariffs across the world. His rhetoric resulted in significant declines on the stock markets, particularly in the US. Tariffs, together with rising inflation, have without a doubt had an impact on the markets. Once again, there are concerns about a recession and lower growth.
At the same time in Europe the tone was different. During Q1 massive fiscal stimulus packages for defense have been proposed. A reform of the so-called “debt brake” has been proposed in Germany as well as an infrastructure fund of EUR 500 billion. The news had a significant impact on the fixed income market and the German 10-year yield noted its highest daily upturn since 1990, with a rise of almost 30 bps.
Actions by the central banks have been mixed. The US central bank (FED) left the key rates unchanged, while the European Central Bank (ECB) cut rates in both January and March. The Riksbank cut its key rate once during the quarter.
The credit markets have been impacted by concerns about tariffs and spreads have diverged somewhat between different markets. Simply summarized, spreads have narrowed in Europe and in Sweden but have widened in the US. The interest rate movements in particular had an impact on returns in the fund. The fund had a slightly long duration during the quarter and was positioned for a steeper yield curve, which contributed positively to returns.
New sustainable bonds continue to be issued even though the wind is blowing in different directions at the moment with regard to sustainability worldwide. The fund has been active and added a green bond from United Utilities that focuses on water and a social bond from the European Investment Bank (EIB) that focuses on equality and female entrepreneurship.
Portfolio distribution 28.02.2025
Geographic breakdown 28.02.2025
