Evli Swedish Small Cap Selection

Investment policy

Evli Swedish Small Cap Selection is an equity fund that invests mainly in equities and equity related securities of publicly traded small and medium sized Swedish companies. When selecting investments the main focus is on solid, well-managed companies with an attractive fundamental valuation. The portfolio is concentrated to a smaller amount of holdings, which means possible higher returns but with a higher risk compared to a broad Swedish equity fund.

Investment Objective

The aim is to achieve high return on a long term that exceeds the return of the benchmark index Carnegie Small Cap Net Return Sweden Index. The benchmark includes reinvested dividends.

We recommend the fund to investors:

• who wish to invest in Swedish small caps
• who wish to invest in a minimum period of five years
• who are looking to diversify their current portfolio