Evli Plc will amend the fund-specific responsible investment exclusion principles of the Evli Impact Equity Fund. With these amendments, the fund's exclusions will be extended. All the fund’s previously applied exclusion criteria will remain in force.
The amendments described in more detail below will enter into force on May 21, 2026 and do not require any action from unitholders. The amendments apply to all unitholders.
The amendments do not affect the fund's current investments, and their impact on the fund's investment activities is estimated to be very marginal.
Amendments:
- In addition to the manufacture of alcohol, tobacco, adult entertainment, gambling and weapons, other related business activities will also be added to the exclusion, with a 5% revenue threshold.
- The refining of fossil fuels will be added to the exclusion, with a 5% revenue threshold.
The updated exclusion principles of the fund will be available by May 21, 2026 at evli.com or from our Investor Services. Our Investor Services will be happy to answer your questions about the amendments and fund investments by phone at +358 (0)9 4766 9701 or by email at info@evli.com on weekdays from 9:30 am to 4:30 pm (Finnish time, CET+1).
EVLI PLC
