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Our corporate bond knowledge originates back to the same time as the evolution of the European bond market. The first of the family’s funds was launched in 1999. Since then, the funds have performed excellently against their peers, both in bull and bear markets. In our corporate bond family, the investment philosophy is based on capital protection and creditworthiness.
The unique philosophy is based on investing in underpriced companies with good long-term cash flow and strong debt coverage. The philosophy pinpoints the importance of discipline in stock selection. The result of the process is a portfolio that deviates strongly from the benchmark. Our approach provides the opportunity to achieve good long-term returns without the need for perfect timing.
Investments are based on ERI Scientific Beta’s factor indices, which focus on four academically determined factors: value, low risk, momentum and quality. The indices apply an exclusion principle for a reduced carbon footprint. The funds invest in the equities of major European and US companies.
We focus on those emerging markets that are characterized by rapid growth, and on those companies in the target countries that our analysis shows are benefitting from rising consumer demand.
Under most double tax agreements Finland has concluded, fund dividends are not subject to Finnish withholding tax. Non-resident unit holders are not liable to pay tax on capital gains from units of Finnish funds.
No transfer tax is payable in Finland on the transfer of the units of an investment fund. No capital duties are payable in connection with the subscription of units where such units are issued by a fund.
Total Expense Ratio (TER) equals management fee for all funds that don’t have a performance fee. In case of a performance fee, it will be charged to the fund holder. All other costs are levied on the fund management company.
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