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SE0006789608

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Analysis and statistics

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About

SE0006789608.EUFUND refers to the Handelsbanken Multi Asset 25, a mixed fund managed by Handelsbanken Funds AB. This fund aims to achieve long-term capital growth by investing in a diversified portfolio of global equities, fixed income securities, and other asset classes. The fund's asset allocation strategy targets a risk level equivalent to approximately 25% equity exposure, adjusting dynamically based on market conditions and the manager's outlook. As an EU fund, it is subject to relevant European Union regulations and strives to meet specific sustainability considerations within its investment process.
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Factors

Investment Strategy: The fund's focus on European equities, particularly ESG factors, influences performance.

Market Conditions: General economic trends and sentiment in European markets impact fund valuation.

Interest Rates: Central bank policy and yield curve movements affect asset valuations.

Currency Fluctuations: The fund's euro base means exchange rate changes affect returns for non-euro investors.

Fund Management: Portfolio manager skill and asset allocation decisions drive fund performance.

Fund Flows: Significant inflows or outflows can impact the fund's ability to manage its portfolio efficiently.

Expense Ratio: Management fees and operating expenses detract from investment returns.

ESG Performance: How well the fund adheres to ESG criteria influences investor demand.

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