LSE - Delayed Quote GBp

Handelsbanken Balanced Multi Asset Fund (0P0000Q1PI.L)

159.05
-0.20
(-0.13%)
At close: June 23 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 0.07%
5y Average Return 1.52%
Number of Years Up 8
Number of Years Down 4
Best 1Y Total Return (Jun 23, 2023) 14.14%
Worst 1Y Total Return (Jun 23, 2023) --
Best 3Y Total Return 14.14%
Worst 3Y Total Return 1.58%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000Q1PI.L
Category
YTD
0.07%
0.00%
1-Month
-1.28%
0.00%
3-Month
-0.34%
0.00%
1-Year
1.73%
0.00%
3-Year
2.46%
0.00%
5-Year
1.52%
0.00%
10-Year
3.26%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000Q1PI.L
Category
2023
--
--
2022
-10.75%
--
2021
7.98%
--
2020
8.75%
--
2019
10.43%
--
2018
-6.51%
--
2017
6.44%
--
2016
10.51%
--

2015
-0.47%
--
2014
2.87%
--
2013
14.14%
--
2012
8.06%
--
2011
-4.99%
--
2010
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 1.04% -- -- --
2022 -4.39% -7.29% -1.25% 1.96%
2021 0.85% 5.16% 0.90% 0.90%
2020 -13.17% 11.19% 3.24% 9.11%
2019 4.25% 2.65% 1.26% 1.90%
2018 -3.55% 4.07% 0.41% -7.23%
2017 2.92% 0.70% 0.45% 2.25%
2016 -1.03% 1.76% 6.43% 3.09%
2015 4.43% -2.97% -4.94% 3.33%
2014 0.83% 0.21% 0.21% 1.60%

2013 9.09% -0.23% 1.20% 3.63%
2012 5.00% -1.76% 2.80% 1.90%
2011 -0.16% 0.23% -8.48% 3.73%
2010 -5.90% 5.16% 5.71% --

Rank in Category (By Total Return)

YTD 82
1-Month 53
3-Month 70
1-Year 72
3-Year 75
5-Year 84

Load Adjusted Returns

1-Year -2.71%
3-Year 3.55%
5-Year 1.57%
10-Year 2.92%

Performance & Risk

YTD Return 0.07%
5y Average Return 1.52%
Rank in Category (ytd) 82
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.78
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Handelsbanken ACD Limited
Net Assets 1.15B
YTD Return 0.07%
Yield 0.49%
Morningstar Rating
Inception Date Mar 29, 2010

Fund Summary

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