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Evli European Investment Grade B

Ranked 42 out of 312 in - Euro Corporates over 12 months
All calculations are in USD unless stated

Managed by

Jani Kurppa

Jani Kurppa is a senior portfolio manager at Evli Fund Management Company based in Helsinki with 15 years’ experience in the fixed income markets, specialising in corporate bond portfolio management. Prior to joining Evli’s fixed income team, Jani worked as portfolio manager at eQ Asset Management. Currently, he manages the Evli Investment Grade Yrityslaina B fund dealing in Euro Corporate Bonds. Jani graduated from Turku School of Economics with a degree in Finance.

Objective

The fund invests in euro-denominated bonds issued by European companies and banks. The investments will be focused on higher-credit-rated (investment grade) bonds. The investments' credit rating will be on average Baa3/BBB- or higher. Max 15% may be invested in investments with no official credit rating. The fund may also invest its assets in derivatives contracts The fund hedges the currency risk associated with non-euro-denominated investments.

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

Performance

Euro Corporates over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.9%
2017 18.4% 2.4% 7.6% 4.9% 2.4%
2016 1.2% 6.6% -1.3% 3.1% -6.7%
2015 -10.8% -9.6% 0.3% -0.4% -1.3%
2014 -5.7% 2.4% 1.6% -6.6% -2.9%
2013 7.9% -1.9% 0.4% 5.8% 3.4%
2012 16.1% 8.7% -4.6% 5.7% 5.9%
2011 -3.5% 6.2% 3.8% -9.7% -3.1%
2010 -1.8% -2.1% -9.8% 15.3% -3.5%
2009 22.8% -3.8% 14.7% 11.2% 0.0%
2008 -11.4% 7.8% -1.8% -11.7% -5.2%
2007 9.5% 1.7% 0.4% 5.0% 2.2%
2006 11.7% 0.9% 4.8% 1.4% 4.1%
2005 -10.1% -3.6% -4.2% 0.0% -2.7%
2004 15.0% -0.1% -1.7% 4.8% 11.8%
2003 28.2% 5.9% 8.6% 2.3% 8.9%
2002 27.6% -1.6% 15.4% 3.3% 8.9%
2001 10.2% -1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. Sweden

Fund Info

  • Launch date08/05/2001
  • Share Class size287Mn
  • Base currencyEUR
  • ISIN FI0008803945

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%

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