Evli Finland Mix

Investment Policy

Mutual Fund Evli Finland Mix is a balanced fund that invests its assets mainly in Finnish equities and euro-zone fixed income instruments. When the outlook for the equity markets is promising, the main emphasis is on equities. Conversely, when the outlook is negative, the weighting of fixed income instruments is increased. Depending on the market situation, the weighting of the fund’s equity investments varies within the range of 20-60%, the neutral weighting being 40%. The average duration of the fund’s fixed income investments may not exceed 10 years.

Investment Objective

The aim is to earn a return that, over a period of more than three years, exceeds the benchmark return. The benchmark index consists of the OMX Helsinki CAP Gross Index (OMXH CAP_GI) (40%), the Citigroup Finland GBI All Maturities EUR Index (40%) and the 3-month Euribor Index (20%).

We recommend the fund to investors

• who seek comprehensive asset management services
• who wish to diversify their assets across both equity and fixed income markets, willingly letting a professional asset manager decide on the composition of the portfolio in each market situation
• who wish to combine the stability of fixed income investments with the potentially higher returns of equity investments
• who have a medium or long-term investment horizon (longer than 3 years)