International allocation fund that invests equally in equities and fixed income instruments
Evli Global Multi Manager 50 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 ratio of the fund's equity investments may vary within the range of 30% to 70%, the neutral equity weighting being 50%. 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 fund is an allocation fund that mostly invests in Evli´s equity and fixed income funds. Evli's equity and fixed income funds comply with Evli's policies for responsible investment.
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.
|Type of fund||International allocation fund (UCITS)|
|Investment activity began||16.11.1999|
|Current strategy since||31.08.2017|
3-month Euribor index 50%, MSCI Europe TR Net 50%
|Profit distribution||Fund-units are divided into A and B units. Profit share of at least 4% is distributed on A units annually.|