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Evli Japan B

Ranked 196 out of 276 in - Japan 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 Japanese 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 contracts both for hedging purposes and within the fund's investment strategy.

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

Performance

Japan over : 31/03/2017 - 31/03/2018
  • Rank 196/276 Total Return
  • Rank 109/276 Standard Deviation
  • Rank 167/276 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.7%
2017 28.7% 7.5% 3.9% 6.4% 8.3%
2016 15.8% -1.0% 1.9% 10.9% 3.5%
2015 12.0% 9.9% 3.8% -6.4% 4.9%
2014 -7.1% -2.3% 4.1% -2.7% -6.1%
2013 24.3% 16.5% -0.5% 9.2% -1.8%
2012 13.2% 7.2% -2.3% 4.9% 3.1%
2011 -13.8% -5.0% -0.5% -5.1% -4.0%
2010 13.1% 8.2% -11.3% 4.6% 12.6%
2009 1.1% -15.9% 19.5% 5.5% -4.7%
2008 -24.0% -3.9% 3.6% -19.4% -5.3%
2007 -8.7% 4.4% -0.6% -2.9% -9.3%
2006 0.6% 6.4% -6.0% -3.0% 3.6%
2005 9.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. Sweden

Fund Info

  • Launch date25/08/2005
  • Share Class size41Mn
  • Base currencyEUR
  • ISIN FI0008807722

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).