investment_programs.slider.risk.current
Low risk
Lower expected income
High risk
Higher expected income

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]. 

Investment object

Fund Evli Euro Liquidity B
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

Fund price chart

Returns

as of 24.07.2025
Short-term returns
Long-term returns
Annualized returns
1 day
-0.02% (vērtības samazināšanās)
1 year
3.78% (vērtības pieagums)
1 year
3.78% (vērtības pieagums)
1 month
0.26% (vērtības pieagums)
3 years
11.68% (vērtības pieagums)
3 years
3.75% (vērtības pieagums)
3 months
0.80% (vērtības pieagums)
5 years
12.01% (vērtības pieagums)
5 years
2.30% (vērtības pieagums)
6 months
1.63% (vērtības pieagums)
10 years
13.76% (vērtības pieagums)
10 years
1.30% (vērtības pieagums)
Year to date (YTD)
1.84% (vērtības pieagums)