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The mutual fund Tapiola USA invests its assets on the US equity market, in shares of 30-40 carefully selected companies. The assets of the fund are spread over ten industries such as energy, financing, commodities, consumer services, basic industry, technology, telecommunication, industrial services, heath care and public services. The allocation between different sectors may range from 0 to 20 %. By spreading the investments over different industries the fund strives to attain a more stable development than on the general market under any market conditions. The fund is suitable for investors and savers who want to benefit from the US equity market development and accept the risks associated with equity investments. The fund is well suited as a part of a diversified investment portfolio. Since the mutual fund’s value can be subject to rapid short-term fluctuations, we recommend a minimum investment period of five years, however, taking the market situation into account.
Name | Title | Since | Until |
---|---|---|---|
Jaakko Kinanan | - | 2022 | Now |
Teemu Kokko | - | 2014 | Now |
Heikki Urpelainen | - | 2009 | Now |
Tommi Äikäs | - | 2009 | Now |
Timo Ritari | - | 2009 | Now |
Outi Kalpio | - | 2009 | Now |
Janne Yli-Heikkilä | - | 2009 | Now |
Nina Ebeling | - | 2009 | 2021 |
Jari Järvinen | - | 2002 | 2011 |
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