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eQ Equity Fund

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

Fund units can be subscribed and redeemed on every banking day in Finland.
The subscription order and the subscription payment must be received by the management company by 12 noon on the subscription day. In the eQ online service, however, the subscription order and the subscription payment must already be received on the banking day preceding the subscription day.
The redemption order must be received by the management company by 12:00 noon on the redemption day.

Fees

Subscription fee 0,00 %
Redemption fee 0,00 %
Transfer fee 0,00 %
Management fee Series 1 K 0,2 % (min. 500 eur)
Series 2 K 0,0 % (min. 100 000 eur)
The investor pays the series-specific management fee of the eQ Equity Fund, and the eQ Equity Fund pays the standard management fees of its underlying investments.
Fund contains other fees as well. Check KID.

Fund brochures and rules

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

eQ Equity Fund is an actively managed equity fund by eQ that invests globally in equity markets. The allocation is adjusted in accordance with eQ’s market view. Investments are primarily implemented by allocating assets to other funds. The majority of the fund’s underlying investments consist of actively managed funds classified as financial products under Article 8 or Article 9 of the EU Sustainable Finance Disclosure Regulation (2019/2088).

The fund is classified as a financial product under Article 8 of the EU Sustainable Finance Disclosure Regulation (2019/2088). In addition to other characteristics, the objective of the fund’s investment activities is to promote environmental and social characteristics. Furthermore, companies that are investment targets of the actively managed underlying funds are required to follow good governance practices.

The fund does not have a benchmark index.

Investing in funds involves risk, and the value of investments may rise or fall depending on the performance of the fund’s underlying investments. An investor may lose part or all of the invested capital. Before making any final investment decisions, please review the fund prospectus and the key information document.

Further information on the fund’s investment process, as well as the methods and criteria used to monitor the achievement of the investment objective, is described in the eQ Equity Fund prospectus.

Fund Values

Performance
1 m 8,04 %
3 m
Year to date
12 m
3 y p.a.
Annual 1,19 %
Volatility 12 months

Past performance is not a reliable indicator of future returns.