Evli Finland Mix

Balanced fund that invests in Finnish equities and euro area fixed income instruments

NAV
12.09.2019
Return %
Year-To-Date
Return %
1 y
Return % p.a.
3 y
Return % p.a.
5 y
Return % p.a.
Since start
3.160 5.52 0.41 3.64 5.00 7.21
NAV
12.09.2019
Return %
Year-To-Date
Return %
1 y
Return % p.a.
3 y
Return % p.a.
5 y
Return % p.a.
Since start
8.539 5.52 0.41 3.64 5.00 7.21

Risk

4/7

Morningstar

4/5

Recommended Investment Horizon

4 years or more

Administrative fees

1.83 % p.a.

Suitable for investors

  • who seek comprehensive asset management services
  • who wish to diversify their assets across both equity and fixed income markets, willingly letting a professional asset manager decide on the composition of the portfolio in each market situation
  • who wish to combine the stability of fixed income investments with the potentially higher returns of equity investments.

Invest

min. 1 000 € or 50 €/month

Evli Finland Mix Fund is a balanced fund that invests its assets mainly in Finnish equities and euro-zone fixed income instruments. When the outlook for the equity markets is promising, the main emphasis is on equities. Conversely, when the outlook is negative, the weighting of fixed income instruments is increased. Depending on the market situation, the weighting of the fund’s equity investments varies within the range of 20-60%, the neutral weighting being 40%. The average duration of the fund’s fixed income investments may not exceed 10 years.

 

The portfolio is managed by

Janne Kujala

Janne Kujala

Juhamatti Pukka

Juhamatti Pukka

Investment Objective and Risks

The aim is to earn a return which, over a period of more than three years, exceeds the return of the benchmark index.

Fund facts

Type of fund Finnish balanced fund (UCITS)
Investment activity began 01.11.1995
Benchmark index

OMX Helsinki Cap Yield 40%, Citigroup Finland GBI All Maturities EUR 40%, 3 month Euribor 20%

Profit distribution Fund-units are divided into A and B units. Profit share of at least 4% is distributed on A units annually.

Downloadable files

Invest

min. 1 000 € or 50 €/month