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Finland's institutional investors have once again placed Evli on top in the annual institutional manager survey by market intelligence firm Kantar Prospera.
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Read moreOur 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.
The information herein is not intended for retail clients or other individuals and such persons should not rely upon it. Please note that all information on this Site is available in English only.
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As the value of mutual funds may rise or fall, it is not certain that you will always get back the invested assets. Past performance is not a guarantee of future returns.
×Mutual Fund Evli Target Maturity Nordic Bond 2023 will be merge on December 28, 2023. Read more.
×We ask you to take into account the fact that Evli Plc’s ability to offer services to states outside of the EEA or to citizens of these states may be affected by limitations related to license. Users of the website are personally responsible for any national limitations that may affect them.
Currently no Evli funds are registered for distribution in Belgium. If you are a Belgian professional investor and interested in some Evli funds, please contact us at fundinfo(a)evli.com