XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Handelsbanken Pension 60 (A1 SEK): holdings, performance and fees
1Y return+10.7%
3Y return+35.7%
5Y return+21.9%
OCF (ongoing charge)1.25%
Top 10 holdings
| Holding | Weight |
|---|---|
| HBF GlInCrA1SEK | 19.2% |
| Handelsbanken Institutionell Kortranta Criteria A2 | 19.0% |
| Handelsbanken Norden Index Criteria | 15.7% |
| HANDELSBANKEN FONDER AKTIEBOLAG LONG BOND SWEDEN ACC | 12.8% |
| XACT NORDEN (UCITS ETF) HANDELSBANKEN ESG IDX ETF SEK | 6.4% |
| Handelsbanken Developed Markets Index Criteria (A1 | 5.6% |
| HBF RaAvA7SEK | 5.4% |
| HANDELSBANKEN FONDER AKTIEBOLAG | 3.5% |
| Handelsbanken Global Smabolag Index Criteria A1 SEK | 2.9% |
| XACT FONDER AB | 2.4% |
Top sectors
- Swedish Fixed Interest41.3%
- Money Market0.1%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
Powered by Claude
FREE PREVIEW
Sign up free to unlock the full AI analysis →
UP—
PREMIUM
PREMIUM
Positives
Risks
600 adviser votes
Upgrade for full forecast →
This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN