Espiria 30

Espiria 30 is an actively managed mixed fund focused on stability, with lower risk and limited fluctuations over time. The fund invests 30% in equities and 70% in fixed income securities, combining global quality equities with Nordic corporate bonds. The equity portion provides the opportunity for long-term growth, while the fixed income holdings help to reduce fluctuations in the fund's value.

Espiria 30 is suited for investors seeking a more stable investment option. The recommended investment horizon is at least 2 years.

Innovation, sustainability and megatrends

The fund invests in quality companies with exposure to long-term megatrends, such as digitalisation, electrification and the sustainable transition, where innovation and sustainability are key drivers. These companies are characterised by strong business models and an ability to adapt to changing market conditions over time.

The fixed income portion consists primarily of Nordic corporate bonds. These investments often carry floating interest rates, which may help reduce portfolio volatility while providing the opportunity for ongoing returns.

• 30% equities - Investments in global quality companies with strong business models, stable earnings and a focus on sustainable development.
• 70% fixed income - Primarily Nordic corporate bonds that contribute to portfolio stability and complement the equity investments.

Investment process and management
The fund invests in companies evaluated on their business model and market position, financial strength and earnings potential and the quality of leadership and sustainability practices.

The aim is to build a diversified portfolio centred on quality and balance, consistent with Espiria's investment philosophy.

Our portfolio managers bring extensive experience in analysing and selecting investments across equities and fixed income – always weighing company-specific conditions, macroeconomic factors and long-term trends before each investment decision. 

• Low-risk mixed fund
• Combination of global equities and Nordic fixed income
• Exposure to quality companies and long-term trends
• Designed to reduce fluctuations over time