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Evli Equity Factor Usa Ib (0P00018ATA)

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249.279 +2.910    +1.18%
11/11 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 224.78M
Type:  Fund
Market:  Finland
Issuer:  Evli Fund Management Company Oy
ISIN:  FI4000210836 
Asset Class:  Equity
Evli Equity Factor USA IB 249.279 +2.910 +1.18%

0P00018ATA Overview

 
On this page you'll find an in-depth profile of Evli Equity Factor Usa Ib. Learn about the key management, total assets, investment strategy and contact information of 0P00018ATA among other information.
Category

US Flex-Cap Equity

Total Assets

224.78M

Expenses

0.95%

Inception Date

Aug 04, 2016

Investment Strategy

Evli Equity Factor USA Fund invests its assets in a diversified manner in the equities of major American companies. The fund focuses on four academically determined factors: value, low volatility, momentum and quality. The fund’s investment policy complies with Evli’s policies for responsible investment, in addition to which the fund excludes from its investments companies that have substantial business in the following areas: weapons, alcohol, tobacco, mining of thermal coal, controversial weapons, gambling and adult entertainment. The fund also excludes companies with lowest ESG rating and companies who have very severe confirmed ESG controversies. The fund’s investment style is active. The fund is not subject to restrictions concerning business area or country within its geographical investment area.

Contact Information

Address Eteläesplanadi 18, 00130 Helsinki
,
Finland
Phone -

Top Executives

Name Title Since Until
Antti Sivonen - 2016 Now
Mattias Lagerspetz - 2016 Now
Peter Lindahl - 2016 Now
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