Optimal Allocation

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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 100 100
Optimal Allocation T distribution 100 100

 

Portfolio Managers

Niko Fagernäs

Niko Fagernäs

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

Samu Lang

Samu Lang

+358 50 422 6334
samu.lang@taaleri.com