Fixed Income
Allocation

morningstar

A diversified and active fixed income investment fund

The Fixed Income Allocation fund invests its funds in global bond markets with an active view, while maintaining a good diversification in the portfolio. The fund aims for an annual return of between 3 and 5 percent. The portfolio consists of both cash bonds and exchange traded fixed income funds. The duration of the fund is kept shorter than the broad fixed income market.
 
Taaleri Fixed Income Allocation is suitable as a diversified investment for investors who are willing to accept a higher volatility of returns compared to the Short Bond and Cash funds. The highest yielding fixed income fund in our offering is the Taaleri Higher Yields fund.

The fund has three share classes:

share class growth/distribution initial investment additional investment
Fixed Income Allocation A growth 10000 1000
Fixed Income Allocation C growth 100 100
Fixed Income Allocation T distribution 10000 1000

 

Portfolio Managers

Heikki Nystedt

Heikki Nystedt

Head of Fixed Income

+358 40 724 9226
heikki.nystedt@taaleri.com

Kai Leppelmeier

Kai Leppelmeier

Portfolio Manager

+358 45 7734 9442
kai.leppelmeier@taaleri.com