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The fund invests primarily in Swedish fixed income funds, as well as in Nordic and global equity funds within Handelsbanken’s funds as well as in the funds of other fund management companies. Depending upon the sectors, countries and regions in which we would like to invest, we select the funds we believe have the best outlooks based on fund performance and the fund management team’s work process. The fund is a securities fund (UCITS) that may invest in the following types of assets - in transferable securities, - in money market instruments, - in derivative instruments, - in fund units and - in an account at a credit institution. 35 – 65% of the fund’s value shall be invested in equity funds or other equity-related financial instruments, 15% – 55% in fixed income funds or other fixed income related financial instruments and 0% – 30% in funds and other financial instruments with alternative exposure.
Name | Title | Since | Until |
---|---|---|---|
Pär Sjögemark | - | 2024 | Now |
Johann Guggi | - | 2014 | 2024 |
Peter Bolte | - | 2007 | 2014 |
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