Evli Global Multi Manager 40

Investment Policy

Mutual Fund Evli Global Multi Manager 40 is a balanced fund that invests its assets in units in other mutual funds in Finland or abroad. The fund invests in equity funds and fixed income funds registered in the European Economic Area and managed by world-leading fund management companies. The fund diversifies its assets across a wide range of global investments according to the market situation. However, fixed income investments are made mainly in fixed income funds investing in euro-denominated instruments. With certain restrictions, the fund may also invest its assets directly in equities and fixed income instruments as well as in standardized derivative contracts. The share of investments made in equities and equity funds ranges from 20% to 60% depending on the market situation, the neutral weighting being 40%.

Investment Objective

The aim is to earn a return which, over a period of more than three years, exceeds the benchmark return. The benchmark index is composed of the OMX Helsinki CAP GI Index (8%), the Dow Jones STOXX 600 Return Index EUR (16%), the S&P 500 Net TR Index (12%), the Topix TR Index of the Tokyo Stock Exchange (2.8%), the MSCI Emerging Markets TR Net USD Index (1.2%), and the Citigroup EMU Government Bond Index (60%).

We recommend the fund to investors

• who wish to invest in the best funds in the market easily and cost-efficiently
• who seek professional and tax-efficient asset management services
• who wish to become internationally diversified by making one single investment
• who wish to invest in global markets through a Finnish mutual fund
• who have a medium-term investment horizon (longer than 2 years)