Evli Global Multi Manager 50

International allocation fund that invests equally in equities and fixed income instruments

A (EUR)

B (EUR)

NAV
25.02.2021		 Return %
Year-To-Date		 Return %
1 y		 Return % p.a.
3 y		 Return % p.a.
5 y		 Return % p.a.
Since start
81.354 3.61 8.36 4.88 5.36 3.17
NAV
25.02.2021		 Return %
Year-To-Date		 Return %
1 y		 Return % p.a.
3 y		 Return % p.a.
5 y		 Return % p.a.
Since start
194.270 3.61 8.36 4.88 5.36 3.17

Risk

5/7

Morningstar

3/5

Recommended Investment Horizon

5 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
  • who want to invest responsibly and take into account not only economic analysis but also environmental, social and good governance (ESG) factors.
Invest

min. 1 000 € or 50 €/month

Investment Policy 

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.

Responsibility

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.

Fund facts

Type of fund International allocation fund (UCITS)
Investment activity began 16.11.1999
Current strategy since 31.08.2017
Benchmark index

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.

Downloadable files

Invest

min. 1 000 € or 50 €/month