Evli Europe Quant Index

Investment Policy

Special Mutual Fund Evli Europe Quant Index invests its assets in an investment fund managed by AXA Rosenberg Management Ireland Ltd, the assets of which are invested mainly in European equities and equity related securities. The fund is an enhanced index fund, aiming to offer investors a predictable and competitive return with a relatively low tracking error versus the index. AXA Rosenberg’s highly developed quantitative and systematic pricing and valuation models are used to enhance the portfolio management of the fund.

Investment Objective

The aim is to earn a return which, in the long term exceeds the return of the benchmark index MSCI Europe Daily Net TR Euro. The targeted tracking error or active risk is 2% in comparison to the benchmark index and the aim is to top the index by 1-2% p.a.

We recommend the fund to investors,

• who wish to invest in Pan-European equity markets with a well diversified portfolio
• who wish to diversify sector and company specific risk efficiently in equity investments
• who wish to have a predictable and competitive return in their equity investments in comparison to the benchmark index
• who have a long-term investment horizon (min. 3-5 years)