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Evli North America B

Ranked 704 out of 867 in - US 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 North American (USA and Canada) 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. The fund's investment style is active and the fund does not follow the benchmark index. 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

US over : 31/08/2016 - 31/08/2017
  • Rank 704/867 Total Return
  • Rank 812/867 Standard Deviation
  • Rank 752/867 Max Drawdown
Fund Name Currency Return
702 Objectif Amerique Min Var USD

9.9%

703 BG SICAV US Equities DL Cap EUR USD

9.9%

704 Evli North America B USD

9.9%

705 ESPA BEST OF AMERICA T USD

9.8%

706 Euroamerica USA A USD

9.8%

Fund Name Currency Loss
750 Scotia Private U.S. Value Pool Pinnacle Series USD

-4.2%

751 Nextam Partners Multimanager American Equity I USD

-4.2%

752 ESPA BEST OF AMERICA T USD

-4.2%

752 Evli North America B USD

-4.2%

754 Fourpoints America RH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.2%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 2.5% 1.3%
2016 18.0% 2.6% -0.2% 8.1% 6.6%
2015 -5.9% 5.0% -1.7% -11.1% 2.5%
2014 10.2% 3.1% 0.9% -1.1% 7.2%
2013 30.1% 9.0% 2.0% 8.0% 8.3%
2012 6.7% 13.0% -6.0% -0.3% 0.7%
2011 2.2% 6.8% 0.4% -15.3% 12.4%
2010 13.6% 5.9% -12.4% 11.0% 10.4%
2009 22.5% -9.9% 12.3% 14.9% 5.4%
2008 -36.2% -9.3% -0.5% -11.3% -20.3%
2007 6.2% 0.1% 6.0% 3.0% -2.8%
2006 14.0% 3.9% -1.0% 3.8% 6.8%
2005 5.4% -0.7% 1.0% 3.9% 1.1%
2004 9.7% 2.3% 0.5% -1.1% 7.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. Sweden

Fund Info

  • Launch date06/10/2003
  • Share Class size38Mn
  • Base currencyEUR
  • ISIN FI0008806930

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).