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 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 - -