Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (169 kB)
Prospectus (1338 kB)
Periodic reports
Sustainability SFDR (924 kB)
Annual review (PF) (2869 kB)
Semi-annual report (PF) (191 kB)
Marketing material
Brief fund information
Summary SFDR (172 kB)
Handelsbanken Prime Balanced
Legal name: Handelsbanken Prime Balanced
Mixed Fund Registered in Sweden (Non-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 funds, equities and other financial instruments with exposure to equities, fixed income and alternative investments. The proportion of equities varies between 45-70%, the fixed income proportion fluctuates between 10-60% and alternative investments range between 0-25%.
This fund targets customers of Handelsbanken Private Banking with the Premium agreement that explicitly permit investments in the fund.
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).
This fund targets customers of Handelsbanken Private Banking with the Premium agreement that explicitly permit investments in the fund.
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
Allokeringsgruppen Responsible: Pär Sjögemark
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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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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 |
|---|---|---|---|---|---|---|---|
| 116.84 SEK | -0.89% | 0.27% | 3.71% | 15.33% | 18.46% | - | - |
Portfolio distribution 31.10.2024
Geographic breakdown 31.10.2024
