Evli Global Multi Manager 50
International allocation fund that invests equally in equities and fixed income instruments
Risk
Morningstar
Recommended Investment Horizon
Administrative fees
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 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 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. |