The performance for our strategies during Nov and their exposure for Dec.

Sector allocation The performance during Nov for our selected sectors was lower than the market. The strategy’s performance was 0,55% compared to Nordic 120´s 1,57%, underperforming the market by 1,02%.

This month’s sectors are as following: Construction & Real Estate, Healthcare and Materials.

Momentum Our momentum model had stocks as its pick for Nov with a performance of 1,88%. Bonds gave 0,80% and commodities-1,19% (SEK). The model continues to select stocks.

Equal weight The performance for an equally weighted portfolio was 0,44%, compared to OMXS30-index with a performance of 1,88%. Since this strategy is static, it does not do any monthly picks.

Regards Xact

After execution of the reverse split on Wednesday (9/10) the following funds will have new ISIN-codes.

New ISIN-codes:

Xact Bear: SE0005466513

Xact Bear 2: SE0005466505

Read more about the reverse splits here.

The Board of Directors in Handelsbanken Fonder AB has decided to execute a 1-for-10 reverse split of the fund units of Xact Bear and a 1-for-3 reverse split of the fund units of Xact Bear 2.

The condition for the reverse split of Xact Bear is 1:10. Every ten fund units will be exchanged for one (1) fund unit.

The condition for the reverse split of Xact Bear 2 is 1:3. Every three fund units will be exchanged for one (1) fund unit.

The reverse split of the above fund units will be executed according to the following schedule: 

__Please note that from October 9, 2013 the fund units are traded at the new price. After execution of the reverse split the fund units will have a new ISIN-code. __

Xact Bear

__Example:__If you hold 625 fund units before the reverse split, your holding will be 625/10 = 62.5 units when the reverse split has been executed. Rounding down results in a holding of 62 fund units and a cash payment for the value of 0.5 units. Payment for odd lots will be paid to your cash account connected to your custody account around October 24, 2013.

A sale will be conducted for holdings of less than 10 fund units. For holdings not evenly divisible by 10 you may purchase fund units on the stock exchange in order to obtain a holding evenly divisible by 10. Such purchase must be done on October 8, 2013 at the latest. 

Reporting of the new number of fund units on your custody account will be done according to the routines of your custodian.

A tax event may occur at the sale of the fractions of fund units, i.e. a profit or loss may arise. 

Xact Bear 2

__Example:__If you hold 185 fund units before the reverse split, your holding will be 185/3 = 61.66 units when the reverse split has been executed. Rounding down results in a holding of 61 fund units and a cash payment for the value of 0.66 units. Payment for odd lots will be paid to your cash account connected to your custody account around October 24, 2013.

A sale will be conducted for holdings of less than three fund units. For holdings not evenly divisible by three you may purchase fund units on the stock exchange in order to obtain a holding evenly divisible by three. Such purchase must be done on October 8, 2013 at the latest. 

Reporting of the new number of fund units on your custody account will be done according to the routines of your custodian.

A tax event may occur at the sale of the fractions of fund units, i.e. a profit or loss may arise.

The performance for our strategies during Aug and their exposure for Sept.

   Sector allocation The performance during Aug for our selected sectors was higher than the market. The strategy’s performance was -0,68% compared to Nordic 120´s -1,00%, outperforming the market by +0,32%.

This month’s sectors are as following: Bank & Insurance, Healthcare samt Industrials..

Momentum Our momentum model had stocks as its pick for Aug with a performance of -1,56%. Bonds gave -0,82% and commodities 3,99% (SEK). The model continues to select stocks.

Equal weight The performance for an equally weighted portfolio was 0,53%, compared to OMXS30-index with a performance of -1,56%. Since this strategy is static, it does not do any monthly picks.

Regards Xact

The performance for our strategies during July and their exposure for Aug.

   Sector allocation The performance during July for our selected sectors was higher than the market. The strategy’s performance was 9,19% compared to Nordic 120´s 7,22%, outperforming the market by +1,97%.

This month’s sectors are as following: Energy, Healthcare and Materials.

Momentum Our momentum model had stocks as its pick for July with a performance of 7,22%. Bonds gave 0,49% and commodities 3,90% (SEK). The model continues to select stocks.

Equal weight The performance for an equally weighted portfolio was 3,87%, compared to OMXS30-index with a performance of 7,22%. Since this strategy is static, it does not do any monthly picks.

Regards Xact

The performance for our strategies during June and their exposure for July.

   Sector allocation The performance during June for our selected sectors was lowe than the market. The strategy’s performance was -7.12% compared to Nordic 120´s -6.42%, underperforming the market by +0.70%.

This month’s sectors are as following: Consumer, Construction & Real Estate and Materials.

Momentum Our momentum model had stocks as its pick for June with a performance of -5.25%. Bonds gave -1.08% and commodities -3.92% (SEK). The model continues to select stocks.

Equal weight The performance for an equally weighted portfolio was -3.42%, compared to OMXS30-index with a performance of -5.25%. Since this strategy is static, it does not do any monthly picks.

Regards Xact