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Alexandria Tasapainoinen (0P0000SUNM)

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97.530 +0.160    +0.16%
20/11 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 230.35M
Type:  Fund
Market:  Finland
Issuer:  Alexandria Rahastoyhtiö Oy
ISIN:  FI4000020664 
Asset Class:  Equity
Alexandria Balanced Manager Fund 97.530 +0.160 +0.16%

0P0000SUNM Overview

 
On this page you'll find an in-depth profile of Alexandria Tasapainoinen. Learn about the key management, total assets, investment strategy and contact information of 0P0000SUNM among other information.
Category

EUR Moderate Allocation - Global

Total Assets

230.35M

Expenses

2.32%

Inception Date

Apr 11, 2011

Investment Strategy

In a normal situation, the Fund will invest 40% of its assets in interest-bearing investments and 60% in stock-based investments. The share of stock-based investments may vary between 20% and 80%. The aim of the investment activity of the fund is to increase the real value of invested capital in the long term, by spreading assets as stipulated in the Act on Mutual Funds and the fund rules. The aim of the fund is to generate returns for shareholders that, in the long term, exceed the return on the fund’s comparative index. Investment decisions are based on our portfolio manager’s views of the markets and stocks. The investment objectives are pursued through active asset management. The Fund may use derivative contracts as part of its standard investments activities to pursue its objectives. The Fund does not follow any comparative indexes in its activities, therefore investments may often differ considerably from the comparative index.

Contact Information

Address Eteläesplanadi 22 A, 4. krs
Helsinki, 00130
Finland
Phone +358 200 10 100

Top Executives

Name Title Since Until
Matti Kantomaa - 2015 Now
Antti Katajisto - 2015 Now
Tina Rönnholm - 2011 2015
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