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Evli Russia B

Ranked 32 out of 49 in - Russia over 12 months
All calculations are in USD unless stated

Managed by

Olga Marjasova

Olga Marjasova is currently a portfolio manager at Evli Securities responsible for managing equity funds which invest in the Baltic countries. Prior to joining Evli in 2003, Olga had worked at Suprema where she started as an equity analyst and was promoted to portfolio manager later. Previously she also worked at Traxxer and First Commercial Bank.

Objective

The fund will invest in Russian equities and equity-linked securities. The fund will focus on companies that benefit from Russia's growing domestic markets and operate in the financial, consumer products, telecommunications, and water and electricity sectors. The fund does not follow the benchmark index in its investment operations, and the fund is not subject to restrictions regarding corporate market value or sector within its geographical investment area.

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

Performance

Russia over : 31/12/2016 - 31/12/2017
  • Rank 32/49 Total Return
  • Rank 27/49 Standard Deviation
  • Rank 26/49 Max Drawdown
Fund Name Currency Return
30 Kaltchuga Russia Equities A USD

7.6%

31 CBL Russian Equity Fund USD

7.1%

32 Evli Russia B USD

6.4%

33 Raiffeisen-Russland-Aktien R T USD

5.9%

34 Carnegie Rysslandsfond USD

5.9%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 6.4% -0.5% -5.7% 14.3% -0.8%
2016 64.3% 14.7% 9.0% 12.5% 16.9%
2015 8.2% 14.0% 6.9% -11.3% 0.0%
2014 -53.1% -21.7% 13.2% -15.5% -37.3%
2013 -5.2% -5.1% -11.4% 7.3% 5.2%
2012 15.1% 30.7% -20.2% 13.2% -2.6%
2011 -38.8% 3.2% -7.3% -35.0% -1.6%
2010 47.5% 25.2% -16.4% 19.9% 17.5%
2009 126.1% -0.4% 44.2% 36.0% 15.8%
2008 -77.4% -4.7% 7.8% -48.3% -57.3%
2007 33.7% 8.3% 0.4% 9.4% 12.4%
2006 64.7% 30.0% -9.1% 11.4% 25.1%
2005 60.8% 18.3% -2.1% 33.8% 3.8%
2004 1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. Sweden

Fund Info

  • Launch date30/09/2004
  • Share Class size12Mn
  • Base currencyEUR
  • ISIN FI0008807565

Purchase Info

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

Charges

  • Annual management2.75%

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