Evli’s equity funds invest their assets mainly in equities. Within the framework of their rules, equity funds invest in certain geographical areas, such as Europe or globally.
Investment objective and risks
Equity funds have the highest return expectation and risk level of all the fund categories.
Geographically, emerging markets, such as Russia, have significantly greater risks than developed equity markets. Historically speaking, certain sectors, such as materials, are more sensitive to cyclical variation than consumer staples or the health care sector, for example.
The risks of equity funds are reduced with active portfolio management, i.e. by changing the composition of the portfolio according to the market conditions and by broadly diversifying assets in the equities of several different companies.
Recommended investment horizon
7 years or more
Return since the fund launch is annualized (p.a.) for periods longer than 12 months. If the fund has operated for less than 12 months, the return is in absolute terms since the start of operations.
|Fund||Risk||Value||Yield % 1 day||Value date||Morningstar||Yield % Year-to-Date||Yield % 1 y||Yield % p.a. 3 y||Yield % p.a. 5 y|
|Evli Europe||116.887 EUR||-0.72||31.03.2015||16.86||21.17||21.20||16.64|
|Evli Japan||133.918 EUR||0.83||31.03.2015||23.77||34.10||18.43||10.26|
|Evli Global||17.994 EUR||0.08||31.03.2015||18.47||35.53||22.08||15.72|
|Evli North America||235.883 EUR||0.50||31.03.2015||18.33||44.07||20.76||17.26|
|Evli Nordic||187.185 EUR||-0.14||31.03.2015||16.48||21.54||18.39||12.44|
|Evli Sweden Equity Index||1,409.135 SEK||-0.39||01.04.2015||14.97||24.42||-||-|
|Evli Swedish Small Cap||2,940.879 SEK||0.13||01.04.2015||15.12||31.60||26.49||19.19|
|Evli Finnish Small Cap||244.993 EUR||-0.24||31.03.2015||23.83||19.31||19.31||11.02|
|Evli Sweden Select||1,527.507 SEK||-0.23||01.04.2015||14.76||28.23||-||-|
|Evli Finland Select||29.718 EUR||-0.90||31.03.2015||17.75||17.24||12.22||5.10|
|Evli Russia||112.153 EUR||1.16||31.03.2015||28.47||-12.35||-17.82||-11.88|
|Evli Emerging Frontier||136.198 EUR||1.05||31.03.2015||11.54||33.84||-||-|