Invest in the Baltic market companies

Higher return potential in a well-developed yet undervalued Eastern Europe market

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Market insights

Unique opportunity in Baltic stocks

By investing in our home market, we exploit our local expertise to create value for our clients

Source: INVL Asset Management, Bloomberg. Benchmark: 100% OMX Baltic Benchmark Capped Gross Index.
Past investment fund results only show the results of a fund’s activities for the previous period. Past results do not guarantee future results. If the return on investments previously was positive, it will not necessarily be so in the future since the value of investments can both rise and fall. The management company does not guarantee the profitability of investments. The latest values of investment fund units are published on www.invl.com

Invest in a Baltic market with strong growth expectations

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An exceptional mix of undervalued Baltic companies with growth potential

Solid long-term performance with the return of 13% annually since 2000 still leaves the Baltic market nowhere near developed markets valuations

Well-developed economy growing at the speed of an emerging market

Average Baltics GDP per capita 3 times exceeds an average emerging market and is close to such developed economies as Spain, Italy, New Zealand or South Korea

Experienced team with in-depth local market insights

Advantage of understanding specifics of the Baltic market and companies

Rating

Highest (5 of 5) Lipper Leaders overall ratings in total return and preservation categories help INVL Baltic Fund stand out among it’s peers

This table shows the total Lipper Leader ranking on May 31, 2018. Lipper Ratings shows degrees from high to low where 1 point is considered to be the lowest and 5 points is considered the highest in Lipper Leaders rankings. INVL funds are compared to other similar funds registered for public distribution in Sweden. Lipper Ratings for Total Return reflect fund historic total return performance relative to peers. Lipper Ratings for Consistent Return reflect fund historical risk-adjusted returns relative to peers. Lipper Ratings for Preservation are relative, rather than absolute. Lipper Ratings for Expense reflect fund expense minimization relative to peers. Overall Ratings are based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable). Under no circumstances does information about Lipper Leader funds constitute a recommendation to buy or sell mutual funds. Lipper Leaders status is calculated monthly using data available at the time of calculation. For more information, please visit Lipper Leader webpage and read about the Lipper Leader ranking system.

Press about us

"Med sin konservativa investeringsstrategi har INVL sedan 2010 haft en av de högsta avkastningarna med lägst svängningar med exempelvis 3,5 procents avkastning på treåriga obligationer."

"Med sin konservativa investeringsstrategi har INVL sedan 2010 haft en av de högsta avkastningarna med lägst svängningar med exempelvis 3,5 procents avkastning på treåriga obligationer."

"One of the best performing stock markets for the last 3 years was just across the Baltic Sea."

"INVL Baltic Fund har lyckats avkasta drygt 8 procent under sommaren vilket placerar den på en klar andraplats på vinnarlistan."

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Fund manager

Arvydas Jacikevičius

INVL Asset Management Fund Manager

Over 25 years experience in securities trading

Former SEB Lithuania Head of Equities Unit

Arvydas Jacikevicius joined INVL Group in 2017. Before joining, Arvydas was heading the Equities department at SEB bank and had experience of 23 years working with Baltic equities. In the past, he co-founded a security brokerage “Suprema” where he worked for over 10 years. Arvydas graduated from Vilnius University with a MSc of Finance degree.

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Fund documents

Fund rules

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Key investor information document

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Prospectus

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Other documents

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Invest in a Baltic market with strong growth expectations

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Past investment fund results only show the results of a fund’s activities for the previous period. Past results do not guarantee future results. If the return on investments previously was positive, it will not necessarily be so in the future since the value of investments can both rise and fall. The management company does not guarantee the profitability of investments. The latest values of investment fund units are published on www.invl.com.

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