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eQ Euro Valtionobligaatio 1 K

Ranked 5 out of 26 in - EuroZone over 12 months
All calculations are in EUR unless stated

Managed by

Tommy Petersen

Tommy Petersen earned an MSc in economics from the Helsinki School of Economics. He started his professional career in 2004 at Fides Asset Management as a portfolio analyst, and in 2007 moved to eQ Bank. Since 2009 he has been a portfolio manager at eQ Asset Management running both equity and fixed income portfolios. Outside of work, Tommy enjoys the cinema and skiing.

Objective

The fund invests in euro-denominated bonds issued by European Economic Area countries and the public corporations and other entities that are guaranteed by the European Economic Area member state. Average interest rate risk on the Fund's investments is measured over the effective maturity of up to 10 years.The Fund is actively managed.

Showing fund performance in Finland View performance globally

Performance

EuroZone over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 -1.0% 0.3% 0.5%
2016 2.8% 2.8% 1.2% 1.2% -2.3%
2015 1.6% 3.3% -5.3% 2.9% 0.9%
2014 13.3% 3.7% 3.5% 3.1% 2.5%
2013 2.9% 0.7% -0.5% 1.3% 1.4%
2012 11.6% 2.9% 0.7% 4.7% 2.8%
2011 3.7% -1.8% 1.5% 4.4% -0.3%
2010 2.3% 1.9% 0.7% 1.6% -1.9%
2009 4.3% 1.2% 0.9% 2.3% -0.2%
2008 8.3% 2.3% -3.3% 4.3% 5.1%
2007 2.2% 0.4% -1.5% 2.1% 1.3%
2006 -0.3% -1.5% -0.5% 2.4% -0.6%
2005 3.4% 0.2% -0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland

Fund Info

  • Launch date29/03/2005
  • Share Class size06Mn
  • Base currencyEUR
  • ISIN FI0008808597

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Annual management0.45%
  • Initial investment0

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).