Evli Global Infrastructure

Investment Policy

Mutual Fund Evli Global Infrastructure (non-UCITS) is an equity fund that invests its assets globally, primarily in the equities and equity-linked securities of publicly listed companies that own infrastructure assets and engage in infrastructure business. The infrastructure sector consists of the basic structures of society, such as toll roads, airports, seaports, electricity supply networks and oil pipelines, water, gas and power plants, and schools and hospitals.

Investment Objective

The aim is to earn an annualized real return of 5 percent on the assets over a 5-year period. The fund does not have an official benchmark index.

As the fund's assets are invested primarily in companies that have monopolistic characteristics and a stable cash flow that is generally regulated and protected against inflation, the companies' value fluctuation expectation is lower than the equity market average. In order to minimize political risk, the fund only invests in OECD countries that have a stable operating environment. The fund's investments bear an exchange rate risk outside the euro zone.

We recommend the fund to investors

• who wish to diversify in selected international infrastructure companies
• who seek better returns than from fixed income investments while maintaining a lower risk profile than with traditional equity investments
• who have a long investment horizon (at least 5 years)