Investment solutions

Taaleri’s investment solutions are your ideal tools for building your investment portfolio.

Traditional investment products, which either track or mirror market indexes, and are only superficially active, are losing ground. Today’s investment portfolios are more and more frequently built from a variety of asset classes. Customers are either looking for very transparent and liquid investment opportunities or clearly alternative targeted solutions.

Cost effective and transparent allocation solutions are an excellent base for your investment portfolio. These are complemented by meticulously targeted alternative solutions, which can, for instance, be focused on a specific market segment.


ALLOCATION SOLUTIONS

Our allocation solutions diversify your portfolio globally across all traditional asset classes. They form the ideal diversified, liquid and transparent core of your investment portfolio. We build all of our portfolios on cost efficient exchange traded funds (ETF).

Fund Latest price Latest price, date YTD return % 1-Yr return % 3-Yr return % 5-Yr return %
Taaleri Allocation 25 A 123.23 23.02.2017 1.40 10.16 5.62
Taaleri Allocation 50 A 139.58 24.02.2017 2.43 15.97 7.34
Taaleri Allocation 100 A 142.85 23.02.2017 4.56 24.17 8.63
Taaleri Optimal Allocation A 134.61 23.02.2017 3.64 21.32 7.67 7.48
Taaleri Cautious Owner Fund 110.26 23.02.2017 2.30 11.33
Taaleri Moderate Owner Fund 116.18 23.02.2017 4.32 18.24
Taaleri Courageous Owner Fund 120.85 22.02.2017 7.36 23.44


Allocations 0-100 portfolio solution

Optimal portfolio solution


TARGETED SOLUTIONS

Our targeted investment solutions stand out from the mainstream. They operate in individual market segments with a specific investment theme, such as value investing. The selected investments are based on the portfolio manager’s deep knowledge of the available options. Decision-making is unaffected by benchmark indices, so the solutions have a very high active share.

Fund Latest price Latest price, date YTD return % 1-Yr return % 3-Yr return % 5-Yr return %
Taaleri Mikro Rein Osake A 130.15 23.02.2017 6.71 36.94
Taaleri Nordic Value Equity A 166.36 22.02.2017 11.51 37.81
Taaleri Finland Value A 185.83 23.02.2017 1.69 36.88 13.65 13.62
Taaleri Micro Markka Equity A 181.71 23.02.2017 8.02 36.60 21.09
Taaleri Eastern Europe A 221.38 23.02.2017 6.69 52.29 4.08 1.76
Taaleri Higher Yields A 114.63 23.02.2017 3.05 15.85
Taaleri Cash A 104.87 15.02.2017 0.03 0.29 0.68 0.94
Taaleri Rhein Value Equity A 219.99 23.02.2017 5.82 17.63 9.59 13.42


Europe Dividend portfolio solution

Finland Dividend portfolio solution

Customer specific fixed income strategies

Customer specific equity strategies


COMBINED SOLUTIONS

Combined solutions bring together the best aspects of both allocation and targeted solutions. The core of the solution is an allocation investment, complemented by a return-seeking targeted investment. The core investment ensures sufficient liquidity in all market conditions, while targeted investments aim to increase the potential return.

Fund Latest price Latest price, date YTD return % 1-Yr return % 3-Yr return % 5-Yr return %
Taaleri Active A 123.56 23.02.2017 3.38 23.28
Taaleri Fixed Income Allocation A 118.34 23.02.2017 1.58 9.69 4.14
Taaleri Emerging Markets A 106.90 23.02.2017 9.96 32.95 7.27