Balanced fund that invests in Finnish equities and euro area fixed income instruments
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.
ESG factors are integrated into the fund’s investment decisions, and the fund follows Evli's general exclusion practices. The general meetings of the companies in the fund are attended on the basis of a company-specific assessment. The fund’s investments are monitored for violations of UN Global Compact norms and the Climate Change Principles, and the fund engages with the companies they invest in or exclude them if violations are detected. The fund's ESG indicators are reported in a fund-specific ESG report, which is updated four times a year.
The portfolio is managed by
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.
|Type of fund||Finnish balanced fund (UCITS)|
|Investment activity began||01.11.1995|
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.|