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 in certain sectors, such as the equities of companies operating in the environmental protection sector.

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

Funds are divided into nine categories according to their main investment strategy and expected risk/return ratio. 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 % Value date Morningstar Yield % since january Yield % p.a. 1y Yield % p.a. 3y Yield % p.a. 5y
Evli Europe B 96,297 1,30 22.04.2014 5,10 25,08 15,76 19,18
Evli Climate B 92,230 -0,01 31.03.2014 5,69 13,82 1,67 10,93
Evli Japan B 95,830 -0,54 22.04.2014 -6,26 -9,05 9,38 6,80
Evli Emerging Markets Equity B 85,738 0,29 22.04.2014 5,52 -7,84 -7,13 -
Evli Global B 13,002 0,66 22.04.2014 1,83 13,40 12,98 14,01
Evli New Republics B 29,428 1,70 22.04.2014 -18,03 -16,12 -23,34 -4,68
Evli North America B 161,007 1,29 22.04.2014 1,35 17,86 12,11 14,72
Evli Nordic B 155,279 1,94 22.04.2014 9,69 25,97 8,17 19,48
Evli Sweden Equity Index B 1125,805 -0,74 23.04.2014 4,27 - - -
Evli Swedish Small Cap B 2266,698 0,43 23.04.2014 12,35 43,60 15,80 24,57
Evli Finnish Small Cap B 206,245 1,27 22.04.2014 6,49 33,64 7,17 17,53
Evli Sweden Select B 1189,395 -0,36 23.04.2014 7,31 - - -
Evli Finland Select B 26,224 1,38 22.04.2014 3,22 24,40 0,50 12,42
Evli Russia B 122,803 0,61 22.04.2014 -24,85 -21,92 -19,55 6,34
Evli Emerging Frontier B 104,120 0,17 22.04.2014 9,33 - - -