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eQ Global Fund

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Please Note: Transactions to eQ Funds are available from Finnish pages

Fund units can be redeemed and subscribed on every Finnish banking day.
Subscription notification must be made available and the subscription payment paid to the Fund Management Company by 18.00 on the subscription date.
Redemption notification must be made available to the Fund Management Company by 12.00 on the redemption date.

Fees

Subscription fee
Redemption fee
Transfer fee
Management fee Series 1 K 1,67%
Fund contains other fees as well. Check KID.

Fund brochures and rules

Please contact asiakaspalvelu(at)eq.fi for brochures and rules.
 

eQ Global Fund is an actively managed equity fund that invests widely in the global equity markets. The country and style allocation is managed according to the views held by eQ. Investments are made mainly in other funds. The majority of the fund’s investments are actively managed funds classified as financial products according to Article 8 or 9 of the EU regulation on sustainability-related disclosures (2019/2088).

The fund is classified as a financial product according to Article 8 of the EU regulation on sustainability-related disclosures (2019/2088). The goal of the fund’s investment activities is to promote features related to the environment and to society in addition to other qualities. A further requirement is that the investee companies of the actively managed target funds comply with good governance.

The fund has no benchmark index.

Further information about the fund’s investment process and the methods and criteria used for monitoring the realisation of the goal of the investment activities, is described in eQ Global Fund’s fund prospectus.

Fund Values

Performance
1 m 1,07 %
3 m 2,78 %
Year to date 11,55 %
12 m 12,64 %
3 y p.a. 3,41 %
Annual 7,51 %
2023 15,50 %
2022 -17,38 %
2021 26,58 %
2020 5,56 %
2019 20,01 %
Volatility 12 months 9,03 %

Past performance is not a reliable indicator of future returns.