LSE - Delayed Quote • GBp
Handelsbanken Multi Asset Funds - Handelsbanken Balanced Sustainable Multi Asset Fund (0P0001HQN0.L)
At close: June 23 at 9:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.74% |
| 5y Average Return | 0.00% |
| Number of Years Up | 2 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Jun 23, 2023) | 10.80% |
| Worst 1Y Total Return (Jun 23, 2023) | -- |
| Best 3Y Total Return | 10.80% |
| Worst 3Y Total Return | 0.55% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001HQN0.L
Category
- YTD
- 0.74%
- 0.00%
- 1-Month
- -1.53%
- 0.00%
- 3-Month
- 0.27%
- 0.00%
- 1-Year
- 0.50%
- 0.00%
- 3-Year
- 0.98%
- 0.00%
- 5-Year
- 0.00%
- 0.00%
- 10-Year
- 0.00%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0001HQN0.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2023 | 1.32% | -- | -- | -- |
| 2022 | -5.42% | -7.91% | -2.72% | 1.27% |
| 2021 | 0.12% | 4.75% | 0.43% | 1.49% |
| 2020 | -11.99% | 12.20% | 2.94% | 9.00% |
| 2019 | 2.02% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 70 |
| 1-Month | 11 |
| 3-Month | 69 |
| 1-Year | 88 |
| 3-Year | 90 |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | -4.29% |
| 3-Year | 1.94% |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | 0.74% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 70 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Handelsbanken ACD Limited |
| Net Assets | 168.13M |
| YTD Return | 0.74% |
| Yield | 1.28% |
| Morningstar Rating | |
| Inception Date | Jul 08, 2019 |
Fund Summary
Fund Summary Information Not Available
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