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 two share classes:

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

 

Portfolio Managers

Niko Fagernäs

Niko Fagernäs

Portfolio Manager
Portfolio Management
+358 44 9818 644
niko.fagernas@taaleri.com
Lassi Järvinen

Lassi Järvinen

Portfolio Manager, Fixed Income
Portfolio Management
+358 50 376 2434
lassi.jarvinen@taaleri.com
Kai Leppelmeier

Kai Leppelmeier

Portfolio Manager
Portfolio Management
+358 45 7734 9442
kai.leppelmeier@taaleri.com