Evli awarded as the best fund house in the Nordics for the second year in a row

The Lipper Fund Awards have presented this year's fund awards. Evli Fund Management Company was awarded as the best Nordic fund house in the small fund management groups. This is the second consecutive win for Evli. In addition, Evli was awarded as the best fixed income manager in France and best mixed-asset manager in the Nordics in its category small fund management groups. Evli's funds also achieved top spots, both at European level, in the Nordics and in major European countries.

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The Evli Emerging Frontier fund won first place in the emerging markets category at the European level, as well as in the Nordic countries, France, and Germany. The Evli Short Corporate Bond fund, a corporate bond fund that invests its assets primarily in euro-dominated bonds and is managed by Juhamatti Pukka, was also awarded in Europe, France, and Germany. The award for the best Nordic equity fund (small and medium-sized companies) went to the Evli Finnish Small Cap fund managed by Janne Kujala.

"We are delighted to be given the prestigious Lipper awards. Winning these awards not only in the Nordics but also in the highly competitive European fund markets is a testament to the international competitiveness of our funds and the expertise and consistent work of our portfolio managers.", says Kim Pessala, CEO of Evli Fund Management Company.

These awards are a continuation of the recognition granted to Evli’s funds. Earlier this spring, Morningstar, a fund research house, awarded Evli Fund Management Company as the best fund house in both its home market Finland and the largest Nordic fund market Sweden. This is the second time Evli is awarded as the best house by Morningstar in these countries, in Finland this is the second consecutive year and in Sweden Evli was awarded as the best fund house also in 2020.

"Evli’s success is measured by the success of its clients. As an active fund manager, we strive to deliver long-term value for our clients and to develop our funds for the long term in a rapidly changing world", states Pessala.

Evli's funds were awarded the top spot by region as follows:

Lipper Fund Awards Europe
•   Evli Emerging Frontier (5 year return)
•   Evli Short Corporate Bond (10 year return)

Lipper Fund Awards Nordic
•   Best Fund House (small fund companies)
•   Best mixed-asset manager (small fund companies)
•   Evli Emerging Frontier (5 year return)
•   Evli Finnish Small Cap (10 year return)
•   Evli Global Multi Manager 30 (3 year return)

Lipper Fund Awards France
•   Best Bond Company (small bond companies) 
•   Evli Emerging Frontier (5 year return)
•   Evli Short Corporate Bond (10 year return)

Lipper Fund Awards Germany
•   Evli Emerging Frontier (5 year return)
•   Evli Short Corporate Bond (10 year return)

Leading fund house in Europe

Morningstar

Lipper

  • Best Fund House in Sweden 2024
  • Best Fund House in Finland 2024
  • Best Fund House Overall in Finland 2023
  • Best Finnish Equity Fund in Finland (Evli Finnish Small Cap) 2022
  • TOP 3 Fund House Overall in Sweden 2021
  • Best Fund House Overall in Sweden 2020
  • Best Fixed Income Manager in Spain 2019
  • EUR Bond Fund in Finland, France and Spain (Evli Corporate Bond Fund) 2018
  • Best Small Company Overall Nordics 2023 and 2024
  • Best Small Mixed-Asset Manager - Nordics 2024
  • Best Small Bond Company - France 2024
  • Best Small Company Fixed Income - France 2020, Europe, Germany and France 2019, France 2018
  • Best fund, Bond EUR Corporates Short Term: Evli Short Corporate Bond - Europe, France and Germany 2024, Europe, Nordics and Germany 2021
  • Best fund, Equity Emerging Mkts Global: Evli Emerging Frontier Europe, Nordics, France and Germany 2024, Europe, Nordics and France 2023
  • Best fund, Equity Nordic Small and Mid-Cap: Evli Finnish Small Cap - Nordics 2023 and 2024
  • Best fund, Equity Nordic: Evli Nordic - Europe and Nordics 2021
  • Best fund, Mixed Asset EUR Cons - Global: Evli Global Multi Manager 30

Lipper is a leading international provider of fund analysis and comparisons. It presents annual awards to showcase funds and fund companies that have achieved more consistent risk-adjusted returns than their peers over three, five and 10 years.

For more information:
Kim Pessala, CEO, Evli Fund Management Company Ltd, tel: +358 40 523 3797, kim.pessala@evli.com

 

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60, and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper.

LSEG Lipper Fund Awards Europe 2024 Winner, Evli Emerging Frontier, Best fund, Equity Emerging Mkts Global, Fund Over 5 Years.

LSEG Lipper Fund Awards Europe 2024 Winner, Evli Short Corporate Bond, Best fund, Bond EUR Corporates Short Term, Fund Over 10 Years.

LSEG Lipper Fund Awards Winner Nordic 2024, Best Small Company Overall, Fund Family Group Over Three Years.

LSEG Lipper Fund Awards Winner Nordic 2024, Best Small Company Mixed Assets, Fund Family Group Over Three Years.

LSEG Lipper Fund Awards Nordic 2024 Winner, Evli Emerging Frontier, Best fund, Equity Emerging Mkts Global, Fund Over 5 Years.

LSEG Lipper Fund Awards Nordic 2024 Winner, Evli Finnish Small Cap, Best fund, Equity Nordic Small and Mid-Cap, Fund Over 10 Years.

LSEG Lipper Fund Awards Nordic 2024 Winner, Evli Global Multi Manager 30, Best fund, Mixed Asset EUR Cons - Global, Fund Over 3 Years.

LSEG Lipper Fund Awards Winner France 2024, Best Small Bond Company, Fund Family Group Over Three Years.

LSEG Lipper Fund Awards France 2024 Winner, Evli Emerging Frontier, Best fund, Equity Emerging Mkts Global, Fund Over 5 Years.

LSEG Lipper Fund Awards France 2024 Winner, Evli Short Corporate Bond, Best fund, Bond EUR Corporates Short Term, Fund Over 10 Years.

LSEG Lipper Fund Awards Germany 2024 Winner, Evli Emerging Frontier, Best fund, Equity Emerging Mkts Global, Fund Over 5 Years.

LSEG Lipper Fund Awards Germany 2024 Winner, Evli Short Corporate Bond, Best fund, Bond EUR Corporates Short Term, Fund Over 10 Years.