Insightful wealth management with long experience

Mandatum Life is one of Finland's most respected and solvent financial services providers and part of the successful Sampo Group. We are a valuable partner for institutional investors, tying together wealth management and the customer's targets and needs in a natural way.

Mandatum Life Funds

Funds are based on Mandatum Life's existing investment baskets, managed by Mandatum Life's Investment Management.

  • Mandatum Life Finland Equity Fund invests in Finnish equities.
  • Mandatum Life Nordic High Yield Total Return Fund invests in Nordic high risk corporate bonds without benchmark index.
  • Mandatum Life Global Brands Equity Fund invests in the global equity markets.
  • Mandatum Life European Small & Mid Cap Equity Fund invests in European Small and Mid Cap companies.
  • Mandatum Life Slim Tail Equity Fund invests in the US equity markets.
  • Mandatum Life Slim Tail World Equity Fund invests in the global equity markets.
Name
Risk
Type
Date
Value
1 mth
3 mths
6 mths
YTD
1 y
 
ML Nordic High Yield Total Return Fund A EUR
fixed income
19.11.2017
102.50
-0.6%
0.0%
+1.0%
+9.7%
+12.8%
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The fund invests mainly in the Nordic corporate bond markets. The fund seeks returns that exceed typical returns for medium-term fixed income investments in the long run.

The fund suits investors who...

  • Seek higher returns than those typical for conventional fixed income investments.
  • Accept the risk typically associated with bonds that have a low credit rating.
  • Accepts even high fluctuations in the value of the investments.
ML Slim Tail Equity Fund A USD
equity
19.11.2017
120.47
+0.2%
+5.7%
+7.0%
+14.0%
+17.0%
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The Sub-Fund aims to achieve long-term capital growth by investment in U.S. listed equities and U.S. equity-related securities. The Sub-Fund seeks to achieve equity like returns with limited negative returns primarily through its active momentum based methodologies.

The fund suits investors who...

  • Want to invest in the US equity markets.
  • Seek a higher return than that of fixed income investments and accept a risk inherent of equity markets.
ML Slim Tail World Equity Fund B2 USD
equity
19.11.2017
103.96
+0.4%
-
-
-
-
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The Sub-Fund aims to achieve long-term capital growth by investing in listed equities and equity-related securities globally. The Sub-Fund seeks to achieve equity like returns with limited negative returns primarily through its active momentum based methodologies.

The fund suits investors who...

  • Want to invest in the global equity markets.
  • Seek a higher return than that of fixed income investments and accept a risk inherent of equity markets.
ML European Small & Mid Cap Equity Fund A EUR
equity
19.11.2017
138.23
-2.0%
+2.4%
-0.7%
+15.4%
+22.2%
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ML European Small & Mid Cap Equity Fund invests in the European Small & Mid Cap equity markets and aims to exceed the benchmark index (STOXX Europe Small 200 NTR) in the long run.

The fund suits investors who...

  • Want to invest selectively in European Small & Mid Cap companies.
  • Seek a higher return than that of fixed income investments and accept a risk inherent of equity markets.
ML Finland Equity Fund A EUR
equity
19.11.2017
139.98
-4.0%
-0.8%
-2.3%
+10.4%
+17.6%
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The fund aims to achieve capital appreciation in the long run by investing in shares and equity-related securities of Finnish companies. A return in excess of the benchmark index is sought by investing in selected companies based on careful analysis.

The fund suits investors who...

  • Want to invest selectively in the shares of Finnish companies.
  • Seek a higher return than that of fixed income investments.
  • Accept a risk inherent of equity markets.
  • Accepts even a very high fluctuations in the value of the investments.
ML Global Brands Equity Fund A EUR
equity
19.11.2017
104.59
-0.3%
+3.1%
-1.5%
+4.9%
+9.7%
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The fund invests invests globally in the shares of companies with strong brands, targeting a return that exceeds the benchmark index. The benchmark index is a combination of the following indices: STOXX Global 3000 Consumer Goods NTR (50%) and STOXX Global 3000 Consumer Services NTR (50%).

The fund suits investors who...

  • Want to invest selectively in the shares of companies with strong brands.
  • Seek a higher return than that of fixed income investments and accept a risk inherent of equity markets.
  • Accepts even very high fluctuations in the value of the investments.

DISCLAIMER: The funds are managed by Mandatum Life Fund Management S.A., located in Luxembourg. The Customer independently decides on the selection of investment objects and bears the risk of a possible depreciation in the value of or loss of the investment objects. The past performance of investments is no guarantee of future returns. The value of the investment object may rise or fall and thus the Customers may lose part of the funds they have invested. The Service Provider is not liable for the performance of the investments. The values of the investment objects are intended only for the Customer's personal use and they may not be surrendered to third parties or used in conjunction with other investments. The Customer is aware that the service providers used by the Service Provider are, in this context, third parties that do not, in any situation, bear responsibility towards nor are they liable to pay indemnity to the Customer. Please also read the general disclaimer related to this website.

We offer our institutional customers Full-mandate Wealth Management, Consultative Wealth Management, bookkeeping services and risk management consulting. Our institutional customers include foundations, associations, unemployment funds, pension funds and foundations, personnel funds, churches, cities and other organisations.

Our team specialised in institutional customers serve our customers in all matters related to wealth management.

Place your trust in a big investor.

Mandatum Life in Luxembourg

Fund management company:
Mandatum Life Fund Management S.A.
Street address: 26-28 Rue Edward Steichen, L-2540 Luxembourg.
Business ID: B190624


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