Handelsbanken Cautious Multi Asset Fund D Income

Category GBP Allocation 40-60% Equity

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Last buy/sell price

112.56p

arrow-down-1.00p (-0.88%)

Fund Code

B8W69T3

GB00B8W69T33

Prices updated as at 03 Apr 2025
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Prices in GBX

Investment objective
The Sub-fund aims to grow investment over the long term (five years or more) through a combination of income and capital growth after all costs and charges have been taken. The Sub-fund aims to deliver this return with a cautious risk profile. There is no guarantee that the objective will be met or that a positive return will be delivered over any time period and capital is at risk. To invest, directly and indirectly, in the following assets: equities, bonds, property, hedge funds, commodities, loans, cash, deposits and money market instruments. The Sub-fund’s allocation to bonds may include corporate bonds, government bonds and high yield bonds.

Annual performance (%)

YearThis fundGBP Allocation 40-60% Equity
31 Mar 14 - 31 Mar 157.209.51
31 Mar 15 - 31 Mar 16-2.51-2.54
31 Mar 16 - 31 Mar 1710.0213.31
31 Mar 17 - 31 Mar 180.220.88
31 Mar 18 - 31 Mar 192.162.72
31 Mar 19 - 31 Mar 20-4.61-7.15
31 Mar 20 - 31 Mar 2114.0420.92
31 Mar 21 - 31 Mar 222.912.71
31 Mar 22 - 31 Mar 23-6.16-5.52
31 Mar 23 - 31 Mar 245.498.45
31 Mar 24 - 31 Mar 252.383.47

Trailing returns (%)

YearThis fundGBP Allocation 40-60% Equity
1 Day-0.150.16
1 Month-2.49-2.05
3 Months-0.790.03
6 Months-0.91-0.10
1 Year2.233.72
3 Years annualised0.462.11
5 Years annualised3.755.81
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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