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Evli Fund Management Company Ltd ("Evli")'s board has decided to amend the responsible investment exclusion principles specific to the Evli Global X fund it manages. The changes described in more detail below will come into effect on December 31, 2024.

The fund excludes harmful industries in accordance with Evli's responsibility principles and climate principles. Target companies are also regularly monitored for violations of certain international agreements and principles. Additionally, according to the fund's own exclusion principles, the fund has previously excluded companies with significant business in the following industries: alcohol, weapons, tobacco, gambling, extraction, mining, and refining of fossil fuels, nuclear power, adult entertainment, or genetically modified organisms.

Changes as of December 31, 2024:

  • Investments in nuclear power are allowed.
  • Investments in companies in the defensive arms industry are allowed.

The changes apply to all unit holders. The changes do not require any action from the unit holders.

The updated exclusion principles of the funds will be available by December 19, 2024 at evli.com/funds or from our Investor Services. Our Investor Services will be happy to answer your questions about the changes and fund investments by phone at (09) 4766 9701 or by email at info@evli.com on weekdays from 9:30 AM to 4:30 PM (Finnish time, CET+1).


EVLI FUND MANAGEMENT COMPANY LTD

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