Evli Global Multi Manager 30

International allocation fund that invests with a focus on fixed income instruments

NAV
02.07.2020
Return %
Year-To-Date
Return %
1 y
Return % p.a.
3 y
Return % p.a.
5 y
Return % p.a.
Since start
81.593 -5.49 -2.58 0.13 0.31 3.20
NAV
02.07.2020
Return %
Year-To-Date
Return %
1 y
Return % p.a.
3 y
Return % p.a.
5 y
Return % p.a.
Since start
178.319 -5.49 -2.58 0.13 0.31 3.20

Risk

4/7

Morningstar

4/5

Recommended Investment Horizon

4 years or more

Administrative fees

0.75 % p.a.

Suitable for investors

  • who wish to invest in the worldwide known funds easily
  • who seek professional and tax-efficient asset management services
  • who wish to become internationally diversified by making one single investment
  • who wish to invest in global markets through a Finnish mutual fund.

Invest

min. 1 000 € or 50 €/month

Evli Global Multi Manager 30 Fund is an allocation fund that invests globally in both equities and fixed income instruments. The investments will be diversified through other mutual funds or foreign UCITS in various equity markets, government bonds, corporate bonds, the emerging markets and money markets.

The investments will be focused on fixed income instruments and the ratio of the fund's equity investments may vary within the range of 10% to 50%, the neutral equity weighting being 30%. The allocation between asset classes will be actively adjusted according to Evli's market and allocation view and by using a process developed for the selection of mutual funds. Some of the investments are targeted using academically verified factors.

 

The portfolio is managed by

Evli Fund Management Company

Investment Objective and Risks

The aim is to earn a return which, in the long term, exceeds the return of the benchmark index.

Fund facts

Type of fund International allocation fund (UCITS)
Investment activity began 21.02.2002
Current strategy since 31.08.2017
Benchmark index

3-month Euribor index 70%, MSCI Europe TR Net 30%

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