Handelsbanken ISIN SE0011308055

Handelsbanken Pension 90

Handelsbanken Pension 90 is a multi-asset fund from Handelsbanken, ISIN SE0011308055.

  • Multi-Asset
  • Global
  • Fund size (GBP) £334.1M

The fund is a rules-based mixed fund and is primarily intended for investors born in the 90s. The objective of the fund is to achieve good returns, while gradually reducing risk up to the time of retirement. Fund returns are determined by how the fund's investments in equity- and fixed income funds increase or decrease in value. The fund invests primarily in Nordic and global equity funds, as well as fixed income funds. Investments are made almost exclusively in Handelsbanken funds. We decrease the proportion of equities and gradually increase the proportion of interest-bearing securities until the retirement age. As of the year the first-born in the category (individuals born in the 1990s) turns 56 years old, the equity exposure shall be gradually weighted downward by 3.75 percentage each year until the equity exposure is approximately 25%.

How the fund has returned, and where it ranks among peers. Returns to Sep 2026 end, GBP net total return.
+15.6% Q1
1 year return
+45.3% Q2
3 year return
+41.9% Q2
5 year return
Daily NAV, percent change from the start of the range. Source: FE fundinfo.
  • 1 month −1.3%
  • 3 months +0.2%
  • Volatility, 3 years 13.1%
  • Ongoing charge (OCF)
  • Fund size (GBP) £334.1M

Macro events and this fund

Recent events and how the fund moved after. A measured move, not a cause.

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 years13.1%
Scale 0 to 40%
Sharpe ratio, 3 years (FE)0.65
Scale −1 to 3
Largest fall from a peak (maximum drawdown), 3 years
−16.9%

Volatility and maximum drawdown: calculated by Funds Benchmark, as at 30 Sep 2026.

Sharpe, alpha, beta: FE fundinfo, as at 4 Jul 2026.

Fund facts

Legal and cost facts for a client note. As reported by the manager.
ISIN
SE0011308055
Management company
Handelsbanken Fonder AB
Benchmark
50% Solactive ISS ESG Screened Paris Aligned Global Markets Index, 50% Solactive ISS ESG Screened Paris Aligned Nordic Index
Ongoing charge
Share class launch date
19 Oct 2018
Domicile
SE
SRRI
4 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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