Balance your portfolio with Eastern European investments

Trust INVL expertise to find gems in Emerging Europe bond market

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Market insights

What’s so special about Emerging Europe bonds?

High-value Eastern Europe investments increase return potential in times of low interest rates

Source: INVL Asset Management
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

Don’t miss your chance to invest in a high value-creating Eastern Europe bond fund. *

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Balanced risk and return ratio creates additional value

5% average annual return since inception in 2010 was achieved with an exceptionally low 1.9% standard deviation

Relatively low drawdowns even in turbulent market situations

Since inception, Eastern Europe Emerging markets fund only three times fell more than 2% with the largest decline of 5.1% in 2011 during the Greek crisis.

Low investments’ duration reduces interest rate risk

Eastern Europe fund aims to have a short average duration of around 3 years. It helps to protect your investments from unexpected interest rate rise.

Rating

Highest (5 of 5) Lipper Leaders overall ratings in total return and preservation categories help INVL Emerging Europe bond subfund 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

"Börserna i Baltikum hör till årets bästa. God ekonomisk tillväxt, låga värderingar och – inte minst – höga utdelningar driver utvecklingen"

"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

Regimantas Valentonis

Fund Manager

Over 8 years experience in asset management

Former DNB Lithuania Pension funds manager

Regimantas Valentonis joined INVL Asset Management in 2018 as a fund manager for European and Global Emerging Markets. Prior to joining INVL team, Regimantas has been working in asset management business for almost 10 years with the largest part of his tenure as a fund manager of DNB pension and investment funds in Lithuania managing total assets over 300M. He has successfully passed all three CFA exams.

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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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Don’t miss your chance to invest in a high value-creating Eastern Europe bond fund. *

Start investing now

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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