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Evli Europe B

Ranked 823 out of 1001 in - Europe over 12 months
All calculations are in USD unless stated

Managed by

Hans-Kristian Sjöholm

Hans-Kristian Sjöholm is currently head of global equities at Evli where he joined in 2009. Prior to joining Evli, Hans worked at Carnegie Asset Management Finland Ltd within different senior roles such as managing director, research director and portfolio manager. He had also worked with risk management projects at the European Central Bank in 1999 and taught financial mathematics at the Hanken School of Economics in 2006.

Objective

The fund will invest primarily in European equities. The fund's investment strategy emphasizes underpriced companies that generate cash flow and have strong debt coverage. The fund may also invest its assets in derivatives. The fund's investment style is active and the fund does not follow the benchmark index in its investment operations. The fund does not have any sector or country restrictions within its geographical investment area.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Europe over : 31/03/2017 - 31/03/2018
  • Rank 823/1001 Total Return
  • Rank 682/1001 Standard Deviation
  • Rank 768/1001 Max Drawdown
Fund Name Currency Return
821 LMdG Opportunity PEA (EUR) USD

12.2%

822 Ostrum Actions Europe Value R C USD

12.1%

823 AAM European Equities E1 USD

12.1%

823 CM-CIC Europe C USD

12.1%

823 Evli Europe B USD

12.1%

Fund Name Currency Loss
767 29 Haussmann EURO Opportunites D USD

-7.7%

768 Evli Europe B USD

-7.7%

768 FGF Selection Europe I USD

-7.7%

768 BICE Best Europa D USD

-7.7%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.9%
2017 25.1% 7.2% 4.2% 8.0% 3.7%
2016 0.5% -0.6% -6.7% 9.5% -1.1%
2015 7.8% 3.7% 3.1% -4.5% 5.6%
2014 -4.1% 5.3% 0.7% -9.6% 0.1%
2013 28.7% 4.0% -2.2% 16.9% 8.3%
2012 30.3% 16.1% -4.5% 8.8% 8.0%
2011 -11.4% 1.3% 5.9% -20.8% 4.4%
2010 14.2% -1.5% -14.2% 19.1% 13.4%
2009 24.8% -16.8% 21.0% 22.7% 1.1%
2008 -51.2% -6.6% -2.2% -29.7% -24.1%
2007 9.6% 3.7% 8.6% 0.1% -2.8%
2006 37.1% 13.2% 0.7% 5.1% 14.5%
2005 14.2% 1.5% 0.5% 9.4% 2.4%
2004 15.6% 0.7% -0.8% 0.7% 14.9%
2003 34.4% -11.3% 23.9% 4.6% 16.9%
2002 -20.5% -1.6% -6.3% -22.6% 11.5%
2001 -22.0% -19.1% -5.0% -9.0% 11.5%
2000 -9.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. France
  3. Italy
  4. Spain
  5. Sweden

Fund Info

  • Launch date31/08/2000
  • Share Class size898Mn
  • Base currencyEUR
  • ISIN FI0008802046

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.60%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).