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Evli Group

Evli Europe

Investment Policy

Mutual Fund Evli Europe invests its assets in European equities. Stock selection is made in cooperation with AXA Rosenberg Investment Management. AXA Rosenberg is a renowned asset manager with an excellent track record of managing European equities. In the long term, we favor companies with above-average earnings growth priced at reasonable valuation levels.

Investment Objective

The aim is to earn a return that, over a period of more than three years, exceeds the return of the Dow Jones STOXX 600 Return Index EUR. The benchmark index includes approximately 600 companies from 18 different sectors, which means that the index broadly reflects the changes in the value of European equities.

We recommend the fund to investors

  • who wish to benefit from the potential returns of investing in European equity markets
  • who wish to diversify their investments across a wider array of countries and sectors within Europe
  • who wish to emphasize large cap companies in their equity investments
  • who have a long-term investment horizon (longer than 4 years)

Fund performance

Place the mousepointer on the graph to view the values.
30.8.2000 - 18.11.2008

Evli Europe B
Dow Jones STOXX 600 Return Index EUR

Morningstar-rating

Fund facts

Type of fund European equity fund (UCITS III)
Investment activity began 31.8.2000
Benchmark index Dow Jones STOXX 600 Return Index EUR
Minimum subscription 5000 €
Profit distribution Fund-units are divided into A and B units. Profit share of at least 4% is distributed on A units annually.
Administrative fees 1.60% p.a. (1.50% + 0.10%) p.a.
Subscription fee 1% (0.5% in EvliNet or over 150 000 euros)
Redemption fee 1%, minimum 20 euros
Portfolio manager Evli
Equity funds Risk Value € Change Value date Yield  
      %   since january (%) 1y (%) p.a. 3y (%) p.a. 5y (%) p.a. since start (%) p.a.
Evli Europe A 31.212 0.34 18.11.2008 -47.74 -47.94 -13.15 -1.89 -9.59
Evli Europe B 43.660 0.34 18.11.2008 -47.74 -47.94 -13.15 -1.89 -9.59