Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

Evli North America B

Ranked 773 out of 889 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 : 31/12/2016 - 31/12/2017
  • Rank 773/889 Total Return
  • Rank 798/889 Standard Deviation
  • Rank 778/889 Max Drawdown
Fund Name Currency Return
771 WALSER PORTFOLIO Classic Nordamerika USD

13.5%

772 LO Funds - US Equity Factor Enhanced SH (GBP) MA

Currency exposure is hedged

Currency exposure is hedged

GBP

13.5%

773 Evli North America B USD

13.5%

774 Invesco Perpetual US Equity Acc USD

13.4%

774 Symphonia Azionario USA

Currency exposure is hedged

Currency exposure is hedged

EUR

13.4%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 13.5% 2.5% 1.3% 2.5% 6.6%
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 size30Mn
  • Base currencyEUR
  • ISIN FI0008806930

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).