Optimal Allocation


Optimal Allocation

The investment strategy of Optimal Allocation can be described as a fully transparent and liquid version of the allocation portfolios of large US universities’ endowment funds. The aim is to match the return of stock market investments with less risk.

The fund has two share classes:

share class growth/distribution initial investment additional investment
Optimal Allocation A growth 10000 1000
Optimal Allocation T distribution 10000 1000


Portfolio Managers

Niko Fagernäs

Portfolio Manager

+358 44 9818 644

Samu Lang

CIO, Director, Markets and Portfolio Management

+358 50 422 6334