LSE - Delayed Quote GBP

Handelsbanken Income Plus Multi Asset Fund (0P0000Q1PF.L)

1.0946
+0.0018
+(0.16%)
As of January 20 at 8:00:00 PM GMT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.09%
5y Average Return 2.85%
Number of Years Up 11
Number of Years Down 3
Best 1Y Total Return (Jan 20, 2025) 16.82%
Worst 1Y Total Return (Jan 20, 2025) --
Best 3Y Total Return 16.82%
Worst 3Y Total Return 0.06%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000Q1PF.L
Category
YTD
7.23%
0.00%
1-Month
-1.15%
0.00%
3-Month
-0.40%
0.00%
1-Year
7.23%
0.00%
3-Year
0.06%
0.00%
5-Year
2.92%
0.00%
10-Year
3.60%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000Q1PF.L
Category
2024
7.23%
--
2023
3.14%
--
2022
-9.42%
--
2021
12.23%
--
2020
2.70%
--
2019
10.96%
--
2018
-5.67%
--
2017
7.43%
--

2016
8.96%
--
2015
0.67%
--
2014
4.77%
--
2013
16.82%
--
2012
8.73%
--
2011
-3.01%
--
2010
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.23% 1.48% 2.77% -0.40%
2023 0.27% -1.96% -0.71% 5.67%
2022 -2.58% -6.25% -3.93% 3.23%
2021 1.89% 6.20% 1.39% 2.30%
2020 -16.55% 11.79% 1.42% 8.55%
2019 4.70% 2.54% 0.16% 3.19%
2018 -3.72% 4.98% 1.10% -7.69%
2017 3.37% 0.67% 0.78% 2.43%
2016 -0.50% 0.14% 6.70% 2.50%
2015 4.51% -2.26% -4.22% 2.89%

2014 0.67% 0.88% 0.63% 2.53%
2013 9.40% 1.05% 1.64% 3.96%
2012 5.14% -1.86% 3.60% 1.71%
2011 0.73% 0.80% -7.84% 3.66%
2010 -5.42% 5.18% 5.31% --

Rank in Category (By Total Return)

YTD 76
1-Month 54
3-Month 82
1-Year 76
3-Year 86
5-Year 86

Load Adjusted Returns

1-Year 7.23%
3-Year 0.06%
5-Year 2.92%
10-Year 3.60%

Performance & Risk

YTD Return 1.09%
5y Average Return 2.85%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.78
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Handelsbanken ACD Limited
Net Assets 121.24M
YTD Return 7.23%
Yield 4.88%
Morningstar Rating
Inception Date Nov 03, 2017

Fund Summary

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