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

The investment direction primarily invests in companies across developed markets worldwide and employs active investment strategy to select stocks. Unlike Global Equity Index investment direction that primarily invests in large-cap stocks, this investment direction may differentiate itself by placing an emphasis on either mid-/smaller cap, undervalued, or growth companies, believing that they may offer greater growth potential compared to their larger counterparts over the long term. Nevertheless, investment direction does not have any restrictions concerning geography, industry, or market capitalisation. 

Investors with an appetite for higher risk while seeking opportunity to outperform the broader market may find this investment direction more suitable for their investment objectives. Investors should be comfortable with the risks of active management and stock selection. While these strategies may lead to higher returns, they also come with reduced diversification and a greater risk of deviating from overall market performance. This investment direction may not be suitable for those seeking more predictable returns aligned with broader market trends. 

The present investment object of the investment direction, allocated at 100%, is the Evli Global IB Fund (ISIN: FI4000301312), 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 Global IB
Fund manager Evli Fund Management Company Ltd
Launch date 16.01.2018
Currency EUR
ISIN code FI4000301312
Risk indicator 4
Date 16.05.2025
Price 182.29

Fund price chart

Returns

as of 16.05.2025
Short-term returns
Long-term returns
Annualized returns
1 day
0.31% (vērtības pieagums)
1 year
0.73% (vērtības pieagums)
1 year
0.73% (vērtības pieagums)
1 month
10.34% (vērtības pieagums)
3 years
23.97% (vērtības pieagums)
3 years
7.43% (vērtības pieagums)
3 months
-5.06% (vērtības samazināšanās)
5 years
92.82% (vērtības pieagums)
5 years
14.03% (vērtības pieagums)
6 months
-4.19% (vērtības samazināšanās)
10 years
121.93% (vērtības pieagums)
10 years
8.30% (vērtības pieagums)
Year to date (YTD)
-2.18% (vērtības samazināšanās)