Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (152 kB)
Prospectus (1484 kB)
Periodic reports
Sustainability SFDR (1042 kB)
Annual review (PF) (3159 kB)
Semi-annual report (PF) (192 kB)
Marketing material
Brief fund information
Summary SFDR (172 kB)
Handelsbanken Ränteavkastning (A9 SEK)
Legal name: Handelsbanken Ränteavkastning (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 actively managed and invests in fixed income securities in SEK issued by a state, a municipality, or by a government or municipal authority in a country within the EEA or by an intergovernmental agency in which one or several states within the EEA are members, as well as in covered bonds. The average residual fixed interest duration for fund investments is between 0 and 7 years.
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
Mikael Rosell Experience in the fund industry 1997. Portfolio Manager since 15 October 2018.
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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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31.01.2025
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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 |
|---|---|---|---|---|---|---|---|
| 101.85 SEK | 0.13% | 1.52% | 0.89% | 1.54% | 5.39% | 1.79% | - |
Portfolio 16.04.2025
Portfolio manager comments — Q1 2025
Performance in the economies worldwide has been mixed in recent years, with strong growth in the US, stagnation in the eurozone, and weaker growth in China. Q1 2025 was characterized by a dramatic upturn in political uncertainty. Trump’s threat of significant tariffs increased, which led to a downturn in risk sentiment. US interest rates declined, capital flowed out of the US and gold prices rose when the financial markets factored in lower growth and an increased concern about the status of the USD as a reserve currency.
Performance in Europe was completely different. After Germany held new elections in February, the newly elected chancellor Friedrich Merz launched a historically massive support package targeting defense and infrastructure investments. Given that this would result in higher growth and increased debt, long-term rates rose sharply in Europe at the same time as the EUR strengthened.
Interest rates also rose in Sweden in the wake of an unexpectedly high inflation at the outset of the year, at the same time as the SEK strengthened. The fund’s absolute returns were negatively affected by the upturn in rates during most of the quarter. However, the relative returns benefited from the fund’s exposure to a steeper Swedish yield curve.
An overweight in covered mortgage bonds, bonds issued by Swedish municipalities and protection against higher inflation in the form of an overweight in Swedish inflation-linked bonds also contributed positively to the relative returns.
Portfolio distribution 31.03.2025
Geographic breakdown 31.03.2025
