By sector
Spot concentrations at a glance. Share of the fund's portfolio, as supplied by FE fundinfo, last updated 17 Aug 2026.
Largest sector: Swedish Fixed Interest. 2 sectors reported.
See all sectorsA free account shows the full list.
Handelsbanken ISIN SE0011307958
Handelsbanken Pension 60
Handelsbanken Pension 60 is a multi-asset fund from Handelsbanken, ISIN SE0011307958.
- Multi-Asset
- Global
- Fund size (GBP) £4.4B
The fund is a rules-based mixed fund and is primarily intended for investors born in the 60s. The objective of the fund is to achieve good returns, while gradually reducing risk up to the time of retirement.
How the fund has returned, and where it ranks among peers. Returns to Sep 2026 end, GBP net total return.
+6.8%
Q2
1 year return
+30.5%
Q2
3 year return
+22.7%
Q2
5 year return
Daily NAV, percent change from the start of the range. Source: FE fundinfo.
- 1 month −1.8%
- 3 months −1.7%
- Volatility, 3 years 9.7%
- Ongoing charge (OCF)
- Fund size (GBP) £4.4B
What the fund holds
Where the money is: sectors, countries and largest holdings. As supplied by FE fundinfo, last updated 17 Aug 2026. Swipe or use the arrows for more panels.
By asset class
Spot concentrations at a glance. Share of the fund's portfolio, as supplied by FE fundinfo, last updated 17 Aug 2026.
Largest asset class: Swedish Equities. 3 asset classes reported.
See all asset classesA free account shows the full list.
Largest holdings
The biggest positions, and how concentrated the fund is. As supplied by FE fundinfo, last updated 17 Oct 2026.
The 10 largest holdings are reported by FE.
See all holdingsA free account shows the full list.
Macro events and this fund
Recent events linked to this fund by its country and sector exposure, and how it moved after. A measured move, not a cause.
Performance, risk and facts
Judge return, risk and cost before a client conversation. Relative return uses the chart's time range. Facts as reported by the manager.
Against its benchmark
How the fund compares with its benchmark over the same period.
Risk
How bumpy the ride has been, plus the regulatory risk rating.
Volatility, 3 years9.7%
Scale 0 to 40%
Sharpe ratio, 3 years (FE)0.59
Scale −1 to 3
- Largest fall from a peak (maximum drawdown), 3 years
- −8.6%
Volatility and maximum drawdown: calculated by Funds Benchmark, as at 30 Sep 2026.
Sharpe, alpha, beta: FE fundinfo, as at 4 Jul 2026.
Regulatory risk rating (SRRI)5 of 7
Fund facts
Legal and cost facts for a client note. As reported by the manager.
- ISIN
- SE0011307958
- Management company
- Handelsbanken Fonder AB
- Benchmark
- 8% HMNI Swe All Government Dur Const 6Y, 3% HMNI Swe All Mortgage Dur Const 2.5Y, 11% OMRXTBILL, 39% Solactive ISS ESG Screened Paris Aligned Global Markets Index, 39% Solactive ISS ESG Screened Paris Aligned Nordic Index
- Ongoing charge
- Share class launch date
- 19 Oct 2018
- Domicile
- SE
- SRRI
- 5 of 7
What a sum would have become
What an amount would have grown to over the period.
n/a
Past performance is not a reliable guide to future returns. Capital is at risk. Source: FE fundinfo. Returns are GBP net total return to month end unless stated. Headline returns to Sep 2026. Fund size is shown in GBP.
Managed by Handelsbanken
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Sector: FE GL Multi-Asset Global Flexible
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