Taaleri Allocation 25

morningstar

Allocation 25

 

The fund invests its assets in a diversified manner in various Exchange Traded Funds (ETFs), which may invest their assets in both the fixed-income and equity markets. In the basic investment allocation of the Fund, 25% of its assets are invested in equities.

The fund has three share classes:

share class distribution/growth initial investment additional investment
Allocation 25 A growth 10000 1000
Allocation 25 C growth 100 100
Allocation 25 T distribution 10000 1000

 

Portfolio Managers

Tuomas Komulainen

Tuomas Komulainen

Chief Strategist

+358 40 515 9274
tuomas.komulainen@taaleri.com

Niko Fagernäs

Niko Fagernäs

Portfolio Manager

+358 44 9818 644
niko.fagernas@taaleri.com