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Handelsbanken Hållbar Global High Yield (A9 SEK)
Legal name: Handelsbanken Hållbar Global High Yield (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 green and/or social bonds in which the borrowed capital is used for projects and activities to promote efforts related to sustainability and the environment or in bonds issued by issuers that support a sustainable development in line with the Sustainable Development Goals. The fund invests worldwide in bonds with lower creditworthiness, so-called high yield, which results in higher risk as well as a greater potential for returns. The fund has an average duration between 2 and 6 years and the holdings are 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
Klas Wennerstein Experience in the fund industry 2014. Portfolio Manager since 24 May 2022.
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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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31.07.2025
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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 04.11.2025 | 1 week | 1 month | 3 months | 2025 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 118.19 SEK | -0.27% | 0.04% | 0.95% | 4.02% | 4.58% | - | - |
Portfolio 09.10.2025
Portfolio manager comments — Q3 2025
The fund demonstrated positive performance during the third quarter, both in absolute and relative terms. The period was characterized by continued strong risk sentiment, with overall market uncertainty persisting but reduced compared to the previous quarter. The high yield levels in the credit market continued to attract capital flows, contributing to good liquidity and strong demand. Issuance activity was extensive, particularly in September, yet supply in several cases exceeded actual demand, resulting in record-low credit spreads—especially in the U.S. market.
The fund demonstrated positive performance during the third quarter, both in absolute and relative terms. The period was characterized by continued strong risk sentiment, with overall market uncertainty persisting but reduced compared to the previous quarter. The high yield levels in the credit market continued to attract capital flows, contributing to good liquidity and strong demand. Issuance activity was extensive, particularly in September, yet supply in several cases exceeded actual demand, resulting in record-low credit spreads—especially in the U.S. market.
Macro-wise, the U.S. showed signs of economic slowdown, where weaker employment data contributed to the U.S. Federal Reserve (Fed) lowering the policy rate at its latest meeting, despite inflation remaining elevated. In Europe, macro data remains weak but with gradual improvement in sentiment and activity, leading the European Central Bank (ECB) to adopt a wait-and-see stance regarding further monetary stimulus. In Sweden, the Riksbank opted to lower the policy rate, motivated by continued low economic activity and a stronger krona, despite inflation exceeding expectations during the summer.
Against this backdrop, the fund adjusted its exposure during the quarter toward a steeper U.S. yield curve and is currently neutrally positioned with regard to duration. Given the current environment of low credit risk premiums, the fund has increased participation in Nordic issuances, where pricing generally offers somewhat higher compensation for risk.
Within sectors benefiting from lower financing costs, the fund has invested in Y-Säätiö Oy, a Finnish real estate company focused on socially sustainable housing, as well as in European Energy, a company active in renewable energy.