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Evli Global B

Ranked 1668 out of 3010 in - Global 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 in equities and equity-linked securities globally. The fund's investments are primarily developed economy equities in Europe, North America, Japan and Australia. The fund's investment strategy focuses on companies with steady cash flow, relatively low debt and low- priced shares. The fund may also invest its assets in derivatives contracts both for hedging purposes and within the fund's investment strategy.

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

Performance

Global over : 31/03/2017 - 31/03/2018
  • Rank 1668/3010 Total Return
  • Rank 829/3010 Standard Deviation
  • Rank 598/3010 Max Drawdown
Fund Name Currency Return
1668 Eurizon Azionario Internazionale Etico USD

13.0%

1668 POP Maailma USD

13.0%

1668 Aktia Global B USD

13.0%

1668 Evli Global B USD

13.0%

1668 Danske Invest Engros Flexinvest Aktier KL USD

13.0%

Fund Name Currency Loss
598 Swedbank Robur Ethica Global USD

-5.1%

598 Evli Global B USD

-5.1%

600 MS Fideuram Eq Smart Beta Dyn Prot 80 A USD

-5.1%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.5%
2017 20.1% 4.7% 3.7% 3.5% 6.9%
2016 13.5% 3.0% -0.7% 7.6% 3.2%
2015 3.0% 5.2% 1.7% -6.7% 3.3%
2014 4.5% 4.0% 0.9% -3.0% 2.6%
2013 29.8% 10.1% 0.9% 9.9% 6.3%
2012 14.6% 11.3% -3.9% 4.0% 3.0%
2011 -4.8% 3.2% 2.0% -16.1% 7.8%
2010 7.9% 1.9% -13.1% 14.2% 6.8%
2009 22.5% -11.7% 18.0% 14.0% 3.0%
2008 -46.9% -9.6% 0.0% -22.8% -23.9%
2007 17.7% 3.2% 7.3% 5.4% 0.8%
2006 19.1% 9.3% -2.0% 0.2% 11.0%
2005 12.3% -1.7% 0.5% 11.2% 2.3%
2004 18.2% 3.2% -1.7% 0.0% 16.5%
2003 25.0% -7.6% 13.1% 5.1% 13.9%
2002 -26.4% -5.3% -10.7% -19.5% 8.0%
2001 -21.0% -14.4% 1.0% -18.1% 11.6%
2000 -14.7% -2.9% -2.7% -7.0% -2.9%
1999 30.5% 3.1% 4.9% -1.4% 22.4%
1998 1.7% -14.8% 25.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. Sweden

Fund Info

  • Launch date08/04/1994
  • Share Class size255Mn
  • Base currencyEUR
  • ISIN FI0008801188

Purchase Info

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

Charges

  • Annual management1.60%
  • Initial investment1.6

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