Evli has introduced a new fund, the Evli Nordic High Yield, which broadly focuses on Nordic corporate bonds, combining the region's stable economic environment with high yield opportunities.
The Evli Nordic High Yield fund is a fixed income corporate bond fund that primarily invests in bonds issued by Nordic companies, financial institutions, and other organizations. The fund focuses on lower-rated high-yield bonds and non-rated corporate bonds. It aims to achieve an annual return of approximately 7%* and offers broad diversification by investing in bonds issued by companies across various sectors, helping to manage associated risks while pursuing competitive returns at a controlled risk level.
The decision to establish the Evli Nordic High Yield fund stems from the strong growth in the Nordic high-yield market—not only due to the increasing number of issuers but also the diversification of industries and improved liquidity. The fund was created by adapting the investment strategy and name of the previous Evli Nordic 2025 Target Maturity fund.
Experienced team behind the fund
"Evli offers a broad range of corporate bond funds, but this is the first time we are launching a fund focused exclusively on Nordic high-yield corporate bonds. It complements Evli's existing fixed income offering excellently," says Jani Kurppa, who has managed investments across all segments of the Nordic corporate bond market for over a decade at Evli and serves as one of the portfolio managers for the Evli Nordic High Yield fund.
The fund's investment strategy emphasizes a Nordic approach, leveraging Evli's strong expertise and the diverse opportunities present in Nordic markets. The goal is to build a balanced portfolio that combines attractive yield opportunities from across the Nordics, including Sweden, Norway, Finland, and Denmark.
"The Nordic corporate bond market has developed significantly in recent years, and we see considerable potential for investors in this segment. With broad diversification and regional expertise, the fund offers an excellent option for investors seeking high yield potential while benefiting from the stability of Nordic markets," explains Einari Jalonen, the fund's second portfolio manager.
Targeting investors interested in Nordic opportunities
The Evli Nordic High Yield fund is designed for investors looking for diversified fixed income investments and eager to capitalize on the opportunities offered by the Nordic corporate bond market. The fund strengthens Evli's position as an expert in Nordic fixed income investments and provides new options for both private and institutional investors.
As with all Evli funds, the Evli Nordic High Yield adheres to responsible investment principles. Sustainability analysis and monitoring are integrated into the fund's investment process, and the fund promotes environmental and social characteristics in line with SFDR Article 8.
Further information, including the fund’s statutory materials, such as the Key Information Document and fund prospectus, can be found on the fund’s website. The fund is subject to credit and interest rate risk. Additional information on risks is available in the fund prospectus. Before making an investment decision, investors should familiarize themselves with the fund’s features, risks, and statutory materials. The value of an investment may rise or fall, and investors may lose part or all of their invested capital.
More information:
Einari Jalonen, Portfolio Manager, Fixed Income, Evli Oyj, tel. +358 50 391 7553, einari.jalonen@evli.com
Jani Kurppa, Senior Portfolio Manager, Fixed Income, Evli Oyj, tel. +358 46 850 5391, jani.kurppa@evli.com
*The return target is based on an estimate of the development of investment value and market conditions. The target return may not be achieved, as actual returns depend on the success of investment activities and realized market developments.
