Handelsbanken Multi Asset Funds - Handelsbanken Balanced Responsible Multi Asset Fund C Acc header image

Handelsbanken Multi Asset Funds - Handelsbanken Balanced Responsible Multi Asset Fund C Acc

Fund

ISIN GB00BJXS5D10 / Valor null

NAV (2024-12-20)
GBP 1.11-0.41%

Handelsbanken Multi Asset Funds - Handelsbanken Balanced Responsible Multi Asset Fund C Acc
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General Objective

The fund aims to deliver a total return equivalent to achieving a total return of the Consumer Price Index plus 3% each year over any five year period, after all costs and charges have been taken. However, there is no guarantee that this objective will be met and investors may get back less than they invest.

Fund Exposure

The fund invests in assets that demonstrate positive Environmental, Social and/or Governance ('ESG') factors, such as equities, bonds, property, commodities, hedge funds, money market instruments, deposits, and cash. The Portfolio Manager determines the mix of asset classes and geographic areas to achieve the fund's objective, with a focus on sustainable investments.

Risks

Investors should be aware that there is a risk of not achieving the fund's objective, as well as the risk of losing money on their investment. The fund may also be exposed to market risks associated with different asset classes and geographic areas, as well as risks related to the use of derivatives for investment purposes.

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Source

https://wealthandasset.handelsbanken.co.uk/fund-information/fund-information/balanced-sustainable-fund/

Tags:
Sustainable multi asset consumer price index

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OTHER SHARE CLASSES OF THIS FUND

Handelsbanken Multi Asset Funds - Handelsbanken Balanced Responsible Multi Asset Fund H Acc
Handelsbanken Multi Asset Funds - Handelsbanken Balanced Responsible Multi Asset Fund H Acc Handelsbanken Multi Asset Funds - Handelsbanken Balanced Responsible Multi Asset Fund H Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.41%GBP 1.14
Handelsbanken Multi Asset Funds - Handelsbanken Balanced Responsible Multi Asset Fund I Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.41%GBP 1.12
Handelsbanken Multi Asset Funds - Handelsbanken Balanced Responsible Multi Asset Fund D Acc
Handelsbanken Multi Asset Funds - Handelsbanken Balanced Responsible Multi Asset Fund D Acc Handelsbanken Multi Asset Funds - Handelsbanken Balanced Responsible Multi Asset Fund D Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.41%GBP 1.13