Evli Sweden Equity Index

Equity fund that invests in Swedish large cap companies (SEK-denominated)

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
2043.157 8.86 16.67 11.89 11.98 9.66

Risk

6/7

Morningstar

2/5

Recommended Investment Horizon

7 years or more

Administrative fees

0.50 % p.a.

Suitable for investors

  • who wish to invest in Swedish equity portfolio with lower fees than in actively managed funds
  • who are prepared to tolerate higher volatility in the short term to earn a higher return in the long term
  • 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 SEK

Investment Policy

Evli Sweden Equity Index Fund is a passive index fund that invests in Swedish equities in accordance with the SIX30 return index, which describes the performance of Stockholm Stock Exchange.

As the fund replicates the composition of the index, the most actively traded companies on Stockholm Stock exchange are selected as investments, with weightings that correspond to the companies’ market values. The fund does not make active investment choices or industry weightings.

The fund’s base currency is the Swedish krona.

Responsibility

As the fund is a passive index fund and tracks the index below, its investment decisions do not take ESG factors into account. The fund follows Evli's general exclusion practices, except for tobacco manufacturers. The fund's ESG indicators are reported in a fund-specific ESG report, which is updated four times a year.

Read more about Evli's responsible investing

 

The portfolio is managed by

Evli Fund Management Company

Investment Objective and Risks

The aim is to achieve a return which follows the performance of the benchmark index.

As all of the fund’s assets are invested in the equities, the fund unit value can fluctuate abruptly within a short period. The fund’s overall risks are reduced by diversifying the portfolio, rather than focusing on a single issuer’s equities.

Monthly review

Evli Sweden Equity Index is a passive index fund that invests in Swedish equities in accordance with the SIX30 return index, which describes the performance of Stockholm Stock Exchange.

As the fund replicates the composition of the index, the most actively traded companies on Stockholm Stock exchange are selected as investments, with weightings that correspond to the companies’ market values. The fund does not make active investment choices or industry weightings.

The fund’s base currency is the Swedish krona.

Fund facts

Type of fund Swedish equity index fund (UCITS)
Investment activity began 30.05.2013
Benchmark index SIX30 Return Index
Profit distribution Fund contains only growth units B, on which no annual return is distributed.

Downloadable files

Invest

min. 1 000 SEK