Evli Select

Investment Policy

Mutual Fund Evli Select is a Finnish equity fund. In choosing the investments, special attention is paid to valuation relative to growth. The main emphasis is on companies that are reasonably priced and whose growth rate in terms of earnings and future cash flows is above average as well as on companies that are undervalued relative to their peer group and whose valuations have upside potential. This challenging investment policy can be successfully implemented only through active portfolio management and through comprehensive fundamental analysis complemented by quantitative analysis. The sector weightings of the Evli Select portfolio are based on the cyclical profiles of different sectors and on relative valuations. The composition of the portfolio is varied according to the market situation.

Investment Objective

The aim is to earn a return that, over a period of more than four years, exceeds the return of the OMX Helsinki CAP Gross Index (OMXH CAP_GI).

We recommend the fund to investors

• who wish to invest in an actively managed and well diversified Finnish equity portfolio
• who are prepared to tolerate higher volatility in the short term to earn a higher return in the long term
• who have a long-term investment horizon (longer than 4 years)