Taaleri Cautious Owner


Taaleri Cautious Owner Fund

Taaleri Cautious Owner is ideal for those looking for steady returns. While Taaleri Cautious Owner offers lower expected returns that the other combination funds, it also carries less risk. The fund is a combination of Taaleri’s investment products, which covers the global investment market as broadly as possible, in a way that best fits the current investment climate.

The modern and systematic investment strategy of the fund increases the expected return and ensures that asset allocation is always aligned with the target risk profile. The ability to produce a positive return, regardless of whether interest rates will rise or stay abnormally low for the foreseeable future, is a precondition for every investment asset chosen for the fund.

We get substantial diversification benefits from private equity funds. The objective is that the fund is continuously composed of 10 to 20 percent of Taaleri’s private equity funds. The private equity position is built carefully when there are suitable targets on offer. During the ‘building’ process, the share of private equity funds can deviate significantly from target weights.

Portfolio Manager

Samu Lang

CIO, Director, Markets and Portfolio Management

+358 50 321 9785

Fund Allocation

ALLOCATION 19.12.2016
Fixed income Allocation 39,4 %
Higher Yields 38,7 %
Micro Rhein 9,0 %
Forest Fund I 0,9 %
Forest Fund III 6,5 %
Property Fund 2,0 %
Wind Power Fund I 1,2 %
Wind Power Fund II 0,4 %
Wind Power Fund III 1,9 %
TOTAL 100 %