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.

The fund has two share classes:

share class distribution/Growth initial investment additional investment
Moderate Owner A growth 100 100
Moderate Owner T distribution 100 100

 

Portfolio Manager

Samu Lang

CIO, Director, Markets and Portfolio Management

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

Fund Allocation

Taaleri Moderate Owner

allocation 31.12.2017
Higher Yields 21,52 %
Micro Rhein 12 %
Fixed Income Allocation 10,34 %
Eastern Europe Equity 8,36 %
Nordic Value 7,58 %
Finland Value Equity Fund 7,1 %
Allocation 100 5,61 %
Property Fund III 2,77 %
Wind Power Fund II 2,07 %
Property Fund II 1,73 %
Geothermal Energy 0,89 %
Solar Wind Fund 0,69 %
Wind Power Fund I 0,42 %
Wind Power Fund III 0,42 %
Asunto Oy Kasinonranta 8 % 30.9.2019 0,29 %
Housing Fund VI 0,26 %
Cash Funds 17,95 %
Total 100 %