Short Bond Fund

A fixed income investment fund aiming for a return above money market rates

The Short Bond fund invests in a diversified way in corporate bonds and other fixed income instruments with a short duration. The fund aims for an annual return of between 1 and 3 percent. The portfolio consists mainly of Finnish, Nordic, and European euro-denominated corporate bonds. The duration of the fund is less than 3 years at all times. 

Taaleri Short Bond is suitable as a conservative fixed income investment for investors who accept a higher volatility of returns compared to the Cash fund. The Fixed Income Allocation and Higher Yields offer higher expected returns for investors with a higher risk tolerance.

The fund has three share classes:

share class growth/distribution initial investment additional investment
Short Bond A growth 100 100
Short Bond E growth 500000 10000
Short Bond T distribution 100 100

 

Portfolio Managers

Heikki Nystedt

Heikki Nystedt

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

Kai Leppelmeier

Kai Leppelmeier

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