Evli

Investment Banking & Wealth Managementen

Equity funds

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

Fund values

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 123.563 EUR 1.33 27.05.2015 23.53 25.53 24.94 18.73
Evli Japan 138.117 EUR -0.16 27.05.2015 27.65 40.38 21.03 11.14
Evli Global 18.556 EUR 1.43 27.05.2015 22.17 40.06 23.97 16.44
Evli North America 237.082 EUR 1.89 27.05.2015 18.93 44.78 22.87 16.50
Evli Nordic 193.372 EUR 0.26 27.05.2015 20.33 20.00 23.40 14.14
Evli Sweden Equity Index 1,429.441 SEK 0.16 28.05.2015 16.63 22.58 - -
Evli Swedish Small Cap 3,089.473 SEK -0.58 28.05.2015 20.94 28.07 30.28 22.51
Evli Finnish Small Cap 249.271 EUR 0.18 27.05.2015 26.00 18.85 24.51 12.77
Evli Sweden Select 1,588.690 SEK -0.26 28.05.2015 19.35 28.71 - -
Evli Finland Select 29.568 EUR 0.35 27.05.2015 17.15 12.03 17.14 6.79
Evli Russia 129.142 EUR -0.72 27.05.2015 47.93 -5.67 -7.44 -8.29
Evli Emerging Frontier 141.912 EUR 0.28 27.05.2015 16.22 35.91 - -