Handelsbanken Fond i Fond 50 I

N/A

Key stats

Management firm  Handelsbanken Rahastoyhtiö Oy
Domicile  Finland
Global Branding Name  Handelsbanken
Fund Status  OBSOLETE
Fund currency  NOK
Net Assets Date  2013-03-31
Net Assets  k28,261,085
Launch Date  2005-04-26
Obsolete Date  2013-04-11
ISIN  FI0008808688
Manager 1 Name  Peter Bolte
Fund Strategy  NOK Allocation
Benchmark  ST4X
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  yes

Performance/Volatility

Return Date  2013-03-31
Return - 1 Month  1.65%
Return - 2 Months  3.75 %
Return - 3 Months  6.70%
Return - 6 Months  7.79 %
Return - 9 months  13.11 %
Return - 12 Months  9.99%
Annualized return 24 months  4.42 %
Annualized return 36 months  5.87 %
Annualized return 48 months  11.31 %
Annualized return 60 months  5.19 %
Annualized return since Inception  5.15%
Return YTD  6.70%

Ratings

Morning Star Rating Date   2013-03-31
Morning Star Rating - 36 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 60 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - Overall  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating

Charges

Initial  0.00 %
Minimum Investment  k5,000,000
Maximum Managment Charge  0.70 %
Exit charge  0.00 %

Contact

Contact Address  Alexandersgatan 11
Contact Address 2  00100 Helsinki
Contact Address 3  Finland
Contact country  Finland
Fund Admin Group  Handelsbanken Rahastoyhtiö Oy
Web Address  www.handelsbanken.fi
Email contact  rahastot@handelsbanken.fi
Custodian  Svenska Handelsbanken AB
Phone  +358 (0)10 444 2922

Price

Last Price Date  2013-04-11
Pre-tax nav  148.84
Price change  k1.40
Price change (percentage)  0.95 %

Funds Disclaimer

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Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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