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Important information

This website and all the information provided on it is intended for users domiciled in the UK only. By continuing you are confirming that you have read the important information and understood the legal information contained within. You are also consenting to the use of cookies on this site.

The Defensive Responsible Multi Asset Fund is our lowest-risk responsible investment strategy. It is best suited to investors with a low appetite for risk and a keen interest in taking a responsible approach to investing. Like all of our responsible funds, Defensive Responsible follows the same investment process as our ‘core’ funds, but with the added assessment of potential investments against our own Responsible Investment Policy.

Although truly multi asset in its approach, the Defensive Responsible fund contains a high proportion of traditionally ‘safer’ asset types (like bonds), with a much lower allocation to riskier asset types (like shares and ‘alternative’ assets).

The Responsible Multi Asset Funds’ investments are chosen in accordance with the Handelsbanken Wealth & Asset Management Responsible Investment Policy. The policy outlines our definition of responsible investing and details on what basis underlying investments are assessed and selected.

Our aim is that at least 65% of the assets within the Handelsbanken Defensive Responsible Multi Asset Fund shall meet our criteria for demonstrating positive environmental and/or social themes.

Statement on Sustainable Investment Label

UK investment products that have sustainability characteristics can choose to use a sustainable investment label as defined by the FCA, if the product meets certain criteria. Sustainable investment labels help investors identify products that have a specific sustainability goal.

This product does not have a UK sustainable investment label. This is because the Portfolio Manager does not invest the Sub-fund’s assets in accordance with a specific sustainability objective, which is a requirement for products where the manager has chosen to use a sustainable investment label.

Responsible Investment Policy

Click here to view the full policy

View and download fund information below

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C Class Factsheet

D Class Factsheet

I Class Factsheet

C Acc KIID

D Acc KIID

I Acc KIID

Consumer Facing Disclosure