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Evli Swedish Small Cap A (0P0000FZN2)

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4,314.773 -20.790    -0.48%
13/11 - Delayed Data. Currency in SEK
  • Morningstar Rating:
  • Total Assets: 1.62B
Type:  Fund
Market:  Finland
Issuer:  Evli Fund Management Company Oy
ISIN:  FI0008813134 
Asset Class:  Equity
Evli Swedish Small Cap A 4,314.773 -20.790 -0.48%

0P0000FZN2 Overview

 
On this page you'll find an in-depth profile of Evli Swedish Small Cap A. Learn about the key management, total assets, investment strategy and contact information of 0P0000FZN2 among other information.
Category

Sweden Small/Mid-Cap Equity

Total Assets

1.62B

Expenses

1.60%

Inception Date

May 29, 2008

Investment Strategy

Evli Swedish Small Cap is an equity fund that invests mainly in equities and equity related securities of publicly traded small and medium sized Swedish companies. When selecting investments the main focus is on solid, well-managed companies with an attractive fundamental valuation. The portfolio is concentrated to a smaller amount of holdings, which means possible higher returns but with a higher risk compared to a broad Swedish equity fund. The fund's investment policy complies with Evli Fund Management Company's policies for responsible investment, in addition to which the fund excludes from its investments companies with substantial business in the following areas: alcohol, weapons and firearms, tobacco, adult entertainment or gambling. The fund also excludes companies that produce fossil fuel from its investments.

Contact Information

Address Eteläesplanadi 18, 00130 Helsinki
,
Finland
Phone -

Top Executives

Name Title Since Until
Janne Kujala - 2019 Now
Marcus Björkstén - 2013 2019
Petter Löfqvist - 2009 2013
Henrik Söderberg - 2008 2009
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