Handelsbanken Høyrente (A9 SEK)

Legal name: Handelsbanken Høyrente (A9 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.

Overview Detailed information Sustainability Trading and fees

Fact sheet and documents Print page

The fund is actively managed fixed income fund and invests in interest-bearing securities issued by issuers with Norwegian or Nordic domicile, in NOK or another currency, as well in interest-bearing securities issued by non-Nordic issuers, in NOK or another currency. A maximum of 50% of the fund's value may be invested in interest-bearing securities issued by issuers without a Norwegian domicile. In addition, a maximum of 10% of the fund's value may be invested in interest-bearing securities issued by non-Nordic issuers in a currency other than NOK. The fund's assets may be denominated in different currencies, however, a maximum of 2% of the fund's value may have exposure to a currency risk. For further information, please refer to the fund's prospectus.

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

Tobias Kaminsky Experience in the fund industry 2006. Portfolio Manager since 1 November 2024.

Risk 4/7

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.

About risk

The risk/return indicator illustrates the link between risk and potential returns from an investment in the fund. The indicator is based on the change in the fund’s value over the past 5 years. Given that the fund does not have five years of historical performance, the risk indicator has been estimated based on the fund’s benchmark index (see above under the heading, Objectives and Investment Focus).

This shareclass belongs to category 4, which means there is a medium risk for up- and downturns in the net asset value. Category 1 does not mean that the fund is risk-free. The fund's risk indicator can change both upwards and downwards on the scale over time, as the indicator is based on historical data that does not guarantee future risk/returns.

The risk in a fixed income fund is due in part to the average fixed interest duration on the fund’s holdings, i.e., the fund’s interest rate risk. The fund normally consists of holdings with a longer fixed interest duration, which results in a higher interest rate risk.

The indicator primarily reflects the upturns and downturns in the value of the fund’s holdings in interest-bearing securities and currency fluctuations.

The indicator reflects the most important risks in the fund but excludes the following material risks:

Given that the fund’s investments are made in one country or a limited number of countries, the fund normally has a higher risk relative to investments that are allocated with a broader geographical distribution across several regions or countries.

The fund has exposure to credit risk, i.e., the risk that an issuer is unable to meet its commitments. The credit risk is derived from the issuer’s credit worthiness. The fund’s investments include assets with low credit worthiness, so-called high yield.

The fund invests in corporate bonds for which liquidity is frequently lower, and the variation in liquidity is considered to be higher relative to the fixed income market in general. This can impact the fund's ability to manage significant outflows at a relatively low cost.

This product does not provide any protection from future market performance. You could therefore lose some or all of your investment.

Additional information about the risks may be found in the prospectus available at www.handelsbanken.se/funds.

Total Rating™

Given that the fund has less than three years of performance history, it is not rated.
Read more about the fund's rating

SFDR

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).

Sustainability-
rating

The fund does not have a sustainability rating. This can in part be due to that fund has not had a fund portfolio in which 67% of the holdings have been able to be analyzed over the most recent 12 months. Another reason can be that there are fewer than 30 funds in the same global Morningstar category that could be evaluated pursuant to the above. The rating is developed by the independent fund information company Morningstar.

The fund complies with the UN Principles for Responsible Investments.

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Performance

Monthly savings

In percent including distribution in SEK

2024

1 year

3 years

5 years

10 years

Handelsbanken Høyrente (A9 SEK) (SEK)

Note that benchmark returns, unlike fund returns, do not take distributions into account. As a result, fund returns are higher than they would otherwise be relative to benchmark.

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Historical rates

Handelsbanken Høyrente (A9 SEK)

About risk

Fund manager

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Portfolio distribution 31.10.2024