Handelsbanken Kortränta

The fund is actively managed, which means that the portfolio manager takes active, independent investment decisions. The long term objective of the fund is to exceed the returns of the underlying market, defined as the benchmark index. Fund returns are determined by how the fund's investments in interest-bearing instruments increase or decrease in value. The fund invests in interest-bearing securities issued by issuers that are denominated in currencies within the OECD. The fund's assets may be invested in interest-bearing financial instruments with a minimum rating of BBB- from Standard & Poor's or its equivalent alternative of, as well as in instruments in which the Management Company has determined the credit worthiness and bear a rating that is equivalent to the aforementioned rating. Depending on market conditions, the fund invests in a larger or smaller proportion of interest-bearing securities issued by companies. The average residual fixed interest duration for the fund’s investments may be a maximum of one year. International norms and guidelines with regard to the environment, social responsibility and corporate governance are taken into consideration within the scope of the fund's investment focus. The fund applies an exclusion strategy in companies active within the fossil fuels, military equipment, tobacco, cannabis, alcohol, commercial gambling and pornography areas/sectors. The fund may invest in sustainable, social and green bonds issued by companies involved in power generation from fossil fuels. The fund may invest in derivative instruments as part of its investment focus. The fund may invest a maximum of 10% of the fund capital in fund units.