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INVL x Šiaulių Bankas pension information

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INVL x SB draudimas insurance information

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Investment Funds

Investment funds are collective investment vehicles, i.e. assets owned jointly by investors and invested by a fund management company according to a specific strategy. The management of the money invested in the funds is entrusted to investment professionals. Investors can choose the most appropriate type of investment fund (equity funds, bond funds, mixed funds, money market funds, index funds or funds of funds) based on their risk tolerance.

Investment funds

Funds that are no longer marketed

Fund documents

Investment fund documents and other information

Interested?

Contact us and we will tell you more about the investment funds that interest you.

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Our investment philosophy

  • Regional competence

  • Concentrated portfolios of only 20–30 most promising investments

  • Characterised by large gaps between investment allocations and benchmarks

Where do we invest?

Shares

  • Value investment strategy
  • Finding events with value potential
  • Focus on high standards of corporate governance in the companies we invest in

Baltic countries

  • Combination of corporate events and value strategy
  • Housing market
  • Active involvement in the management of portfolio companies

Global emerging markets

  • We aim to maximise the Sortino ratio (a coefficient that helps us understand the relationship between average investment return and risk. The risk component of the index is expressed as the volatility of the fund’s unit price during a dip only)
  • Exceptionally high proportion of exposures not included in the benchmark*
  • Focus on small capitalisation companies

* Benchmark is an index chosen by the management company against whose performance the investment return of a fund’s portfolio is compared, and which helps the investor to assess the fund manager’s performance, to objectively compare the investment return achieved in line with the investment strategy and to determine the level of risk the fund manager is willing to accept.

Bonds

  • The aim is not higher fund returns, but a better risk-return ratio
  • Exploiting market inefficiencies
  • Typically, lower financial duration of investments compared to that of similar funds
  • Active participation in the primary market
  • Currency risk hedging

Emerging Europe

  • We aim to maximise the Sharpe ratio (a coefficient that helps us understand the relationship between average investment return and risk. The risk component of the index is expressed as the volatility of the fund’s unit price)
  • Medium investment portfolio rating
  • Maximum average portfolio duration – 3 years
  • The strategy provides for the possibility to increase the duration of the portfolio and to downgrade the rating in the event of particularly significant movements in bond prices, taking advantage of the market situation

Global emerging markets

  • We aim to maximise the Sortino ratio (a coefficient that helps us understand the relationship between average investment return and risk. The risk component of the index is expressed as the volatility of the fund’s unit price only during a dip)
  • Exceptionally high proportion of exposures not included in the benchmark*
  • Focus on value accretive bond issues by regional blue-chip companies or fundamentally solid sovereign bonds

Interested?

Contact us and we will tell you more about the investment funds that interest you.

FILL IN THE FORM

Where do we invest?

Our investment management team consists of more than ten professionals whose experience helps us select the most appropriate investments in each country and minimise potential risks.

We focus on investments and regions that we know well, so we invest in corporate shares in Eastern Europe and bonds in the global emerging markets – from Estonia in the north to Argentina in the south. These countries are all different, but share common features in their economic development, which makes it possible to identify opportunities and reduce the chances of failure.

Information for investment fund clients

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The information provided here is a marketing presentation only. It should not be construed as an offer to buy or sell any financial instruments and/or to enter into any transaction(s).

Before making an investment decision, you should (personally or with the help of an investment adviser) evaluate the investment strategy of the chosen fund, the applicable charges, all risks associated with the investment, and carefully read the Fund Rules, Prospectus and Key Investor Information Document.

Please note that investing involves certain risks; therefore, before deciding to invest, you should consider the fact that the value of your investment may decrease under certain circumstances, which are beyond the control of Šiaulių Bankas AB. Šiaulių Bankas AB is not responsible for your decisions made based on the information provided here.