Skip to main content

    Are you interested in the Asset Allocator fund?

    Leave your contact information here, and our experts will get in touch with you as soon as possible. We provide personalized service through our network covering all of Finland.

    You can also find experts in your areahere

    Finlandia Asset Allocator 50

    A fund that works like a good wealth manager

    Year-to-date return 7.3 %
    Annual return since the fund was established 9.7 %
    MorningStar Rating
    Fund risk level 3/7
    Last price (08.09.2026) EUR 137.7264
    Manage Finlandia Fund Management Company Ltd.
    Material and Sufficient Information
    Key Information Document
    Rules

    At Finlandia, our wealth management clients' situations and goals vary, but most share one thing in common: they want their invested assets protected. They seek returns over the longer term, not the riskiest quick wins. Just as importantly, our clients want their investments to be based on a clear strategy and to remain highly liquid 

    That is why many people choose to allocate their investments between stocks and fixed-income, leaving more complex investment products aside. Our portfolio management takes care of the rest. Finlandia Asset Allocator 50 operates on the same principle.

    Finlandia Asset Allocator 50 Special Investment Fund

    The fund combines our outstanding expertise in fixed-income investing, a disciplined equity investment strategy focused on high-quality companies, and the expertise of our entire portfolio management team.

    The fund's assets are invested internationally in both fixed income and equity markets. The fund's allocation is managed by Finlandia's portfolio management team according to our continuously updated market view. The standard allocation is around 50% equities and around 50% fixed income. The proportion of equity-linked investments may vary between 30–70%, and fixed income investments between 30–70%.

    The fund's investments are implemented through investment funds managed by Finlandia Rahastoyhtiö Oy, through which they become broadly diversified across various equity and bond investments. 

     

    Fund price performance

    Finlandia Asset Allocator 50

    Year-to-date return 7.3 %
    1 year return 9.8 %
    Annual 3 year return 8.7 %
    Annual return since the fund was established 9.7 %
    Please note that past performance is not a guarantee of future results. Investing in funds always involves uncertainty in returns and fluctuations in value — the value of investments can go up or down, and investors may lose part or all of the capital invested in the fund. Returns shown are net returns.

    Largest holdings

    Investment Country %
    Finlandia Quality Companies (UCITS) A FIN 33.2
    Finlandia Yield Fund A FIN 24.34
    Finlandia Fixed Income Strategy Fund FIN 11:15 p.m.
    Finlandia 2050 (UCITS) A FIN 10.1
    Finlandia Europe Dividend (UCITS) FIN 7.87

    Would you like to invest in the fund?

    Leave a contact request here

    All of our Asset Allocator funds

    The Finlandia Asset Allocator fund family consists of three funds with different equity and fixed income weightings. The weighting between a fund's equity and fixed income investments determines its expected return and risk. A higher equity weighting increases the expected return, while also increasing the investment's risk. Explore the funds via the links below. A Finlandia expert can tell you more about which fund might suit your investor profile. 

    Finlandia Asset Allocator 25

    A fixed income-weighted special fund, with its assets invested internationally in both fixed income and equity markets. The fund's standard allocation is around 25% equities and around 75% fixed income. This fund suits an investor who's looking for more return than a pure fixed income fund can offer, but wants to minimize the risk that comes with equity investing.

    Lue lisää
    Finlandia Asset Allocator 50

    A special fund with assets invested internationally in both fixed income and equity markets. The fund's standard allocation is around 50% equities and around 50% fixed income. This fund suits an investor who wants to balance their portfolio with fixed income, while seeking higher returns from the equity market and being able to tolerate a level of risk and value fluctuation greater than that of fixed income investing.

    Lue lisää
    Finlandia Asset Allocator 75

    An equity-weighted special fund, with its assets invested internationally in both fixed income and equity markets. The fund's standard allocation is around 75% equities and around 25% fixed income. This fund suits an investor who wants to balance their portfolio with some fixed income, but is primarily seeking higher returns from the equity market and can tolerate risk and value fluctuation comparable to that of the equity market.

    Lue lisää

    Our articles about investing

    More articles
    Markkinakatsaus syyskuu 2026

    Alkaneen syksyn markkinaympäristöä määrittävät keskeisesti kolme samanaikaista voimaa: Yhdysvaltojen talouden sitkeys, tekoälyyn liittyvä voimakas investointisykli ja Lähi-idän kriisin aiheuttama epävarmuus.

    Lue lisää
    Kun maailma etsii turvaa, Euroopan osinkoyhtiöt loistavat

    Euroopan perinteiset osingonmaksajat ovat jääneet varjoon sijoitusmaailman katsoessa jo vuosia lähinnä Yhdysvaltain teknojätteihin, mutta parrasvalot saattavat vihdoin olla siirtymässä kohti Eurooppaa.

    Lue lisää
    Eurooppalaiset pienyhtiöt – unohdettu omaisuusluokka lähestymässä käännettään?

    Eurooppalaisten pienyhtiöiden arvostukset ovat painuneet historiallisen matalalle, mutta seuraava markkinasykli voi kuulua laadukkaille pienyhtiöille.

    Lue lisää

    Are you interested in the Finlandia Asset Allocator 50 special investment fund?

    Leave your contact information, and our experts will get in touch with you as soon as possible.

    View experts in your area here