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Mutual Funds

Founded alongside the birth of the modern Nordic fixed income and equity capital markets at the end of the 1980s Evli Fund Management Company is today the best fund house in the Nordics, according to both Lipper and Morningstar.
Mutual Funds

Become a customer

Is your need to invest and save independently or do you want help from professionals? You can easily open a customer relationship online with your personal banking codes.
Become a client
Responsible Evli

Responsible operations enable us to create long-term value and to remain competitive and successful in the changing global operating environment.
Responsible Evli

Responsible investing

Responsibility is at the core of Evli's strategy and is based on transparency and openness.
Responsible investing

Responsible employer

Our approach to responsibility and the way we work are based on Evli’s values: entrepreneurship, valuable relationships, learning, and integrity.
Responsible employer
Insights
- About us
- Offices
- People
- Careers
About us

We draw on our heritage, broad expertise and Nordic values to grow and manage wealth for institutions, corporations and private persons in a responsible way.
About us

Our offices

Evli has offices in Finland and Sweden.
Offices

Our people

Our experts take care of your wealth. We aim to build a long-term relationship with you.
People

Careers

We want to be the best partner for our clients and the number one choice for both current and new employees.
Careers
Become a client

Investor Relations

My Evli

Evli Funds Data Room

You can read our funds' RfP and DD documents and the fund specific reports, key information documents and presentations via the links below.

Fund prospectus

Evli Mutual Funds Prospectus

Disclaimer

The information herein is not intended for retail clients or other individuals and such persons should not rely upon it. Please note that all information on this Site is available in English only.

Categories of clients who are considered to be professionals:

Entities authorised to participate on the financial markets
Large undertakings meeting two of the following three requirements: a balance sheet total pursuant to the balance sheet equivalent to not less than EUR 20 000 000; net turnover pursuant to the balance sheet equivalent to not less than EUR 40 000 000; and shareholders´ equity pursuant to the balance sheet equivalent to not less than EUR 2 000 000
Countries, regions, national and regional authorities, public bodies that manage public debt, central banks and the European Central Bank, the World Bank, the International Monetary Fund and other similar international and supranational organisations,
Institutional investors other than those above whose main activity is to invest in financial instruments, including undertakings dedicated to securitizing of assets or other financial transactions.

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: Monthly Report B-share class
Monthly report IB-share class
Presentation B-share class
Presentation IB-share class
Quarterly ESG Report
Morningstar Analyst Report
Key information document A-share class (ES) (DE)
Key information document B-share class (ES) (DE) (FR) (IT) (LV) (LT) (ET)
Key information document IA-share class (ES) (DE)
Key information document IB-share class (ES) (DE) (FR) (IT) (LV) (LT) (ET)
Key information document BFR-share class (FR)
Key information document BNOK-share class (NO)
Key information document BSEK-share class
Key information document DSEK-share class
Rules
Link to the Fund page
: Monthly Report B-share class
Monthly report IB-share class
Quarterly ESG Report
Key information document A-share class
Key information document B-share class
Key information document IB-share class
Rules
Link to the Fund page
: Monthly Report B-share class
Presentation B-share class
Presentation IB-share class
Quarterly ESG Report
Key information document A-share class
Key information document B-share class (ES) (IT)
Key information document IB-share class (ES) (IT)
Rules

Link to the Fund page
: Monthly Report B-share class
Monthly report IB-share class
Presentation B-share class
Presentation IB-share class
Quarterly ESG Report
Morningstar Analyst Report
Key information document A-share class
Key information document B-share class (FR) (ES) (IT) (PT) (DE) (LV) (LT) (ET)
Key information document IB-share class (FR) (ES) (IT) (PT) (DE)
Key information document ASEK-share class
Key information document BSEK-share class
Key information document DSEK-share class
Key information document BNOK-share class (NO)
Key information document BFR-share class (FR)
Key information document IBFR-share class (FR)
Rules
Link to the Fund page
: Monthly Report B-share class
Monthly report IB-share class
Presentation B-share class
Presentation IB-share class
Quarterly ESG Report
Key information document A-share class
Key information document B-share class (ES) (IT) (DE)
Key information document IB-share class (ES) (IT) (DE)
Key information document BSEK-share class
Rules
Link to the Fund page
: Fund Allocation and Impact Report
Monthly Report B-share class
Monthly report IB-share class
Presentation B-share class
Presentation IB-share class
Quarterly ESG Report
Key information document A-share class
Key information document B-share class (IT) (ES) (PT) (DE) (FR)
Key information document IB-share class (IT) (ES) (PT) (DE) (FR) (NL)
Key information document BSEK-share class
Rules
Link to the Fund page
: Monthly Report B-share class
Quarterly ESG Report
Key information document A-share class (ES) (DE)
Key information document B-share class (ES)
Key information document CA-share class (ES)
Key information document CB-share class (ES)
Key information document QA-share class (ES) (DE)
Key information document ASEK-share class
Key information document BSEK-share class
Rules
Link to the Fund page
: Monthly Report B-share class
Monthly report IB-share class
Presentation B-share class
Presentation IB-share class
Quarterly ESG Report
Key information document A-share class (ES) (DE)
Key information document B-share class (FR) (ES) (IT) (DE) (LT) (LV) (ET)
Key information document CB-share class (DE)
Key information document IA-share class (ES) (DE) (NL)
Key information document IB-share class (FR) (ES) (IT) (DE) (NL)
Key information document QIA-share class (ES) (DE)
Key information document BFR-share class (FR)
Key information document BNOK-share class (NO)
Key information document BSEK-share class
Key information document IBFR-share class (FR)
Key information document IBUSD-share class
Rules
Link to the Fund page
: Monthly Report B-share class
Monthly Report IB-share class
Presentation B-share class
Quarterly ESG Report
Key information document A-share class
Key information document B-share class
Key information document IB-share class
Key information document BSEK-share class
Key information document IBSEK-share class
Rules
Link to the Fund page
: Monthly Report B-share class
Monthly report IB-share class
Presentation B-share class
Presentation IB-share class
Quarterly ESG Report
Key information document A-share class (ES) (DE)
Key information document B-share class (FR) (DE) (ES) (IT) (PT) (ET) (LV) (LT)
Key information document IB-share class (FR) (DE) (NL) (ES) (IT) (PT)
Key information document BFR-share class (FR)
Key information document IBFR-share class (FR)
Key information document BSEK-share class
Rules
Link to the Fund page

: Monthly Report B-share class
Monthly report IB-share class
Presentation B-share class
Presentation IB-share class
Quarterly ESG Report
Key information document A-share class
Key information document B-share class (FR) (IT) (ES) (PT) (DE)
Key information document IB-share class
Key information document BFR-share class (FR)
Key information document IBFR-share class (FR)
Rules
Link to the Fund page
: Monthly Report B-share class
Monthly report IB-share class
Presentation B-share class
Presentation IB-share class
Quarterly ESG Report
Key information document A-share class (DE)
Key information document B-share class (NO) (DE) (LV) (LT) (ET)
Key information document IB-share class (DE)
Key information document BUSD-share class
Rules
Link to the Fund page
: Monthly Report B-share class
Monthly report IB-share class
Presentation B-share class
Presentation IB-share class
Quarterly ESG Report
Key information document A-share class
Key information document B-share class (NO) (IT) (ES) (PT) (ET) (LV) (LT) (DE) (FR)
Key information document IB-share class
Key information document BSEK-share class
Rules
Link to the Fund page
: Monthly Report B-share class
Monthly report IB-share class
Presentation B-share class
Presentation IB-share class
Quarterly ESG Report
Key information document A-share class (ES)
Key information document B-share class (NO) (FR) (ES) (DE) (IT)
Key information document IB-share class (ENFR) (ES) (DE) (IT)
Key information document BFR-share class (FR)
Key information document IBFR-share class (FR)
Rules
Link to the Fund page

: Monthly Report B-share class
Presentation
Quarterly ESG Report
Key information document A-share class
Key information document B-share class (FR) (ET) (LV) (LT)
Key information document BFRSEK-share class (FR)
Rules
Link to the Fund page
: Monthly Report B-share class
Presentation B-share class
Presentation IB-share class
Quarterly ESG Report
Key information document B-share class
Key information document IB-share class
Rules
Link to the Fund page
: Monthly Report B-share class
Monthly Report IB-share class
Presentation B-share class
Presentation IB-share class
Quarterly ESG Report
Key information document A-share class
Key information document B-share class
Key information document IB-share class
Rules
Link to the Fund page

: Monthly Report B-share class
Presentation B-share class
Presentation IB-share class
Quarterly ESG Report
Key information document A-share class
Key information document B-share class (IT) (ES) (NO)
Key information document IA-share class
Key information document IB-share class (IT) (ES)
Rules
Link to the Fund page
: Monthly Report B-share class
Presentation B-share class
Presentation IB-share class
Quarterly ESG Report
Key information document A-share class
Key information document B-share class (IT) (ES)
Key information document IA-share class
Key information document IB-share class (IT) (ES)
Rules
Link to the Fund page
: Monthly Report B-share class
Monthly Report IB-share class
Presentation B-share class
Presentation IB-share class
Key information document A-share class
Key information document B-share class
Key information document IA-share class
Key information document IB-share class
Rules
Link to the Fund page
: Monthly Report B-share class
Monthly Report IB-share class
Presentation B-share class
Presentation IB-share class
Quarterly ESG Report
Key information document A-share class
Key information document B-share class (DE)
Key information document IA-share class
Key information document IB-share class (DE)
Rules
Link to the Fund page

: Monthly Report B-share class
Monthly report IB2-share class
Presentation B-share class
Key information document A-share class
Key information document B-share class (NO) (FR) (IT) (ES) (DE)
Key information document IB-share class
Key information document IB2-share class (DE) (ES) (IT)
Key information document BUSD-share class
Key information document BFR-share class (FR)
Rules
Link to the Fund page

: Monthly Report B-share class
Presentation B-share class
Key information document B-share class
Rules
Link to the fund page
: Monthly Report B-share class
Presentation
Key information document B-share class
Key information document IB-share class
Rules

Link to the fund page
: Monthly Report B-share class
Presentation
Key information document B-share class
Key information document IB-share class
Rules

Link to the fund page

DD documents

Ongoing due diligence information on Evli Funds contact fundinfo@evli.com