ETF offerings
By using ETFs as building blocks, you can easily and cost-effectively achieve an efficient portfolio management. XACT ETFs allow you to create your own strategies – easy, smart and efficient.About risk:
Historical yields are not a guarantee of future returns. A fund can both increase and decrease in value and it is not guaranteed that you will recover the entire invested amount. Note that a fund with risk level 5-7, as stated in the fund's fact sheet (KID), can vary greatly in value due to the fund's composition and management methodology. The prospectus, fund rules and KID are available under each fund in the fund unit price list. A summary of investors' rights
Note that Handelsbanken Fonder AB may decide to terminate the arrangements made for the marketing of funds outside Sweden.
Responsible Investments
All our funds support UN Principles for Responsible Investments (PRI).
SFDR (EU regulation 2019/2088 on sustainability-related disclosures in the financial services sector)
The fund has sustainable investments as its objective (Article 9)
The fund promotes environmental and social characteristics (Article 8)
Sustainability risks are integrated into investment decisions (Article 6)
Sustainability risks are not integrated into investment decisions due to the fund’s investment focus (Article 6)
Allocation capital between different asset classes enables you to reduce larger fluctuations in your portfolio. Generally speaking, equities benefit from an economic upturn, while fixed income investments tend to provide better returns in a downturn. A fixed income investment therefore provides a good balance to shareholdings and thereby can contribute to a more stable portfolio performance.
XACT Obligation offers you the opportunity to add Swedish fixed income investments to your portfolio. The fund is traded in the same way you trade stock, which makes it a good fit in a traditional equity portfolio.
XACT Obligation (UCITS ETF)
Fixed income
Swedish Benchmark Bonds
Performance last 3 months
2.44%
Performance this year
2.88%
XACT Obligation (UCITS ETF)
Fixed income
Swedish Benchmark Bonds
Performance last 3 months
2.44%
Performance this year
2.88%
XACT Obligation is an exchange-traded index fund that tracks the performance of the markets for Swedish government bonds, covered mortgage bonds and municipal bonds, which all have so-called benchmark status. The fund tracks the Handelsbanken Sweden All Bond Tradable Index, which is used as a benchmark index for a large proportion of the market’s participants. The fund is suitable for an investor looking for a broad exposure to bonds. The fund is reported as an Article 6 fund pursuant to EU regulation 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR).
Index:
SHBSABTI
Asset class:
Fixed income
Management fee:
0.10%
Leverage:
-
NAV:
98.12 SEK
Fund Assets:
4,793 MSEK
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