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 117.686 EUR -0.30 30.04.2015 17.66 23.00 21.40 16.16
Evli Japan 133.922 EUR -3.21 30.04.2015 23.78 39.10 18.84 10.03
Evli Global 17.680 EUR 0.68 04.05.2015 16.40 36.21 21.62 14.82
Evli North America 227.818 EUR 2.12 04.05.2015 14.29 43.06 20.87 15.71
Evli Nordic 189.866 EUR 0.39 04.05.2015 18.15 20.24 20.18 12.65
Evli Sweden Equity Index 1,395.940 SEK 0.16 04.05.2015 13.89 22.87 - -
Evli Swedish Small Cap 3,031.664 SEK 0.69 04.05.2015 18.67 30.89 27.96 20.58
Evli Finnish Small Cap 242.804 EUR 0.99 04.05.2015 22.73 17.11 19.98 11.70
Evli Sweden Select 1,538.723 SEK 0.39 04.05.2015 15.60 28.20 - -
Evli Finland Select 29.086 EUR 0.78 04.05.2015 15.24 11.39 13.70 5.79
Evli Russia 127.190 EUR 0.54 04.05.2015 45.69 6.33 -11.57 -9.75
Evli Emerging Frontier 138.430 EUR -0.10 04.05.2015 13.37 32.61 - -