Handelsbanken Fokus 50 (A16 SEK)

Handelsbanken Fokus 50 Premium (A16 SEK)

Legal name: Handelsbanken Fokus 50 (A16 SEK)

Mixed 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 primarily in fixed income funds and in Nordic and global equites. 40-60 % of the fund’s value shall be invested in equities, equity funds or other equity-related financial instruments, 40-60% in fixed income funds or other fixed income related financial instruments. Investments in fixed income funds are mainly made exclusively in Handelsbanken's funds. Refer to Portfolio distribution at below for the current distribution.

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

Lisa Synning Experience in the fund industry 2000. Portfolio Manager since 11 June 2025.

Risk 3/7

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 3, which means there is a medium-low 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 fund may invest in equities, interest-bearing securities, commodities and alternative assets. An investment in equities and commodities is generally characterized by high risk, while an investment in interest-bearing and alternative assets are characterized by lower risk. The risk in the fund varies by how the allocation between the asset classes changes and in general results in a lower risk than a pure equity fund but a higher risk than a fixed income fund.

The indicator primarily reflects the upturns and downturns in the value of the fund’s investments and fluctuations in exchange rates.

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 a limited number of regions or issuers, the fund normally has a higher risk relative to investments that are allocated with a broader geographical distribution and across a larger number of issuers.

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).

31.07.2025

Sustainability-
rating

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.

About Sustainabilty rating

The fund complies with the UN Principles for Responsible Investments.

Graph

Performance

Monthly savings

In percent including distribution in SEK

2025

1 year

3 years

5 years

10 years

Handelsbanken Fokus 50 Premium (A16 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.

Compare funds

Historical rates

Performance

Rate 04.11.2025	1 week	1 month	3 months	2025	1 year	5 years	10 years
104.26 SEK	-0.22%	0.68%	3.93%	-	-	-	-

Portfolio 09.10.2025

PPortfolio manager comments — September 2025

Fokus experienced positive performance during September. Global equity markets were influenced by a combination of factors, with a strong focus on AI and the technology sector. The markets were primarily driven by high expectations for continued investments in AI and technological innovation, resulting in gains in the U.S. that spilled over globally. Announcements from Oracle and OpenAI further reinforced momentum with a historic $300 billion contract, under which OpenAI will utilize Oracle’s cloud infrastructure to operate and scale its AI models.

Alibaba was the largest positive contributor to the fund’s returns, having established itself as the leader in Chinese AI development and continuing to invest in generative AI and cloud services to strengthen its position within the Asian and global AI markets. Investments in ASML, SK Hynix, TSMC, Schneider Electric, and ABB, companies operating within AI, energy efficiency, and data centers, also contributed positively to the fund’s performance.

Despite the U.S. Federal Reserve preparing for rate cuts and some improvement in macroeconomic sentiment, the U.S. housing market remains weak. Increased uncertainty regarding future economic growth has kept many potential buyers cautious, resulting in low sales volumes and modest price increases. The weakest contributor to the fund’s returns was Core&Main, which has exposure to new residential construction. The company downgraded its forecasts, which shocked the market and had a significant negative impact on its share price.

On the rates front, short-term market rates declined following the Riksbank’s rate cut to 1.75%. Meanwhile, the Swedish 10-year government bond yield rose, resulting in a continued widening of the spread between short- and long-term rates. The U.S. Federal Reserve also lowered its rate to 4.25% and signaled further potential cuts ahead.

Portfolio distribution 31.10.2025

Svenska Handelsbanken AB (PLC)

Historical yields are not a guarantee of future returns. The money you invest in a fund can both increase and decrease in value and it is not guaranteed that you will recover the entire invested amount.
Handelsbanken does not assume liability for any errors in the information.

Handelsbanken's funds are classified in seven risk classes, 1 for the lowest risk and 7 for the highest risk.