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Evli Group

Evli Global

Investment Policy

Mutual Fund Evli Global is an equity fund that invests its assets primarily in units in other equity funds in Finland and abroad, including the other mutual funds managed by Evli Fund Management Company. The fund’s investments are diversified globally according to the prevailing market situation.

Investment Objective

The aim is to earn a return that, over a long term period, exceeds the return of the MSCI World TR Net USD.

We recommend the fund to investors

  • who wish to benefit from an actively managed and internationally diversified global equity portfolio
  • who wish to benefit from the potential returns of investing in global equity markets
  • who wish to diversify their investments across a wider array of countries to mitigate equity risk
  • who have a long-term investment horizon (longer than 4 years).

Fund performance

Place the mousepointer on the graph to view the values.
8.4.1994 - 27.11.2008

Evli Global B
MSCI World TR Net USD

Morningstar-rating

Fund facts

Type of fund International equity fund (UCITS III)
Investment activity began 8.4.1994
Benchmark index MSCI World TR Net USD
Minimum subscription 5000 €
Profit distribution Fund-units are divided into A and B units. Profit share of at least 6% is distributed on A units annually.
Administrative fees 0.60% p.a. (0.58% + 0.02%) p.a. + a quarterly determined performance fee of 15% of the return exceeding the fund
Subscription fee 1% (0.5% in EvliNet or over 150 000 euros)
Redemption fee 1%, minimum 20 euros
Portfolio manager Peter Lindahl
Equity funds Risk Value € Change Value date Yield  
      %   since january (%) 1y (%) p.a. 3y (%) p.a. 5y (%) p.a. since start (%) p.a.
Evli Global A 3.668 1.41 28.11.2008 -42.53 -40.93 -12.89 -1.40 1.11
Evli Global B 6.958 1.41 28.11.2008 -42.53 -40.93 -12.89 -1.40 1.11