Evli Corporate Bond

Investment Policy

Mutual Fund Evli Corporate Bond invests mainly in euro-denominated bonds issued by European companies. Assets of the fund may also be invested in bonds issued by member states of the OECD or by non-European companies whose domicile is in a member state of the OECD. The average credit rating of these bonds is at least BBB- or an equivalent rating of the same risk level. If the fund invests in other than euro-denominated corporate bonds, currency derivatives are used to hedge against currency risk. The average remaining exercise period (duration) of the Fund's fixed income investments may be ± 3 years compared to the interest rate risk of the benchmark index. Under neutral market conditions, the aim is to invest 75% of the assets in Investment Grade bonds and 25% of the assets in High Yield bonds.

Investment Objective

The aim is to achieve a return that, in the long term, exceeds the benchmark return. The benchmark index is the Citigroup EMU Government Bond Index. The expected return and risk of Evli Corporate Bond are higher than those of a fund that invests solely in government bonds.

We recommend the fund to investors

• who wish to diversify their investments into fast-growing and attractive corporate bond markets with returns higher than those of government bonds
• who seek professional and comprehensive asset management services
• who have a long-term investment horizon (3-5 years)