Taaleri Moderate Owner


Taaleri Moderate Owner Fund

Taaleri Moderate Owner strikes a happy medium between Cautious and Courageous Owners, giving you the best of both worlds. Higher risks naturally lead to higher expected returns, too.

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 21,6 %
Higher Yields 23,0 %
Nordic Value 13,0 %
Micro Rhein 25,6 %
Emerging Markets 11,8 %
Property Fund 2,8 %
Wind Power Fund I 0,3 %
Wind Power Fund III 1,9 %
TOTAL 100 %