Investment direction seeks stable capital growth by investing primarily in money market instruments, short-term bonds, or other debt securities with durations typically not exceeding 1 year, resulting in low interest rate risk. These securities may be issued by various entities, including companies, banks etc. It seeks to offer investors a balance between lower risk and modest returns. The emphasis on short-term maturities reflects the investment direction's goal to manage interest rate risk and provide liquidity for investors with short-term investment needs.
This investment direction is suitable for investors with either a very conservative risk profile or those seeking a stable and liquid short term investment option, typically up to 1 year. It provides a chance for capital preservation (though it may not serve as an absolute guarantee) while also providing a modest and stable income through interest payments on the instruments within the portfolio.
The present investment object of the investment direction, allocated at 100%, is the Evli Euro Liquidity B Fund (ISIN: FI0008804463), chosen as one of the leading funds in its category. The fund promotes environmental or social characteristics, without having as its objective a sustainable investment. For more information about the fund, you can visit the fund manager's website [here].
Fund | Evli Euro Liquidity B |
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Fund manager | Evli-Rahastoyhtiö Oy |
Launch date | 31.01.1996 |
Currency | EUR |
ISIN code | FI0008804463 |
Risk indicator | 2 |
Date | 24.07.2025 |
Price | 28.17 |