Aktia Best Fixed Income Fund House in Finland
March 09 2023 - 5:00AM
Aktia Best Fixed Income Fund House in Finland
Aktia Bank PlcPress release09 March 2023
Aktia was selected the best fixed income
fund house in Finland in the Morningstar Awards 2022 comparison,
published today. In the same comparison, Aktia’s
balanced fund Aktia Wealth Allocation+ Moderate B was selected as
the best balanced fund in Finland.
Morningstar is an independent party which carries out fund
comparisons and selects the best fund houses annually based on a
five-year risk-adjusted return. The funds compared must be
available to small investors in Finland. Aktia won the category for
fixed-income fund houses.
“Morningstar is a respected and independent actor, which means
that doing well in the comparison always feels great. The award is
an indication of continuity and expertise. Despite the challenging
market, we have maintained our leading position in an area where we
have been known for a long time. Our success also shows that we
have the best fixed income funds in Finland for both institutional
and private customers,” says Uki Lammi, acting
Director at Aktia Wealth Management.
Aktia also ranked top in the category for the best balanced
fund.
“We believe that all investors should diversify
their investments across fixed income, equity and alternative asset
classes. Our winning fund contains all of these in one
package. Our victory was based on the benefits of diversification
as investments in alternative asset classes were very successful
last year,” says Lammi.
Aktia’s wealth management services have been
repeatedly rewarded in Morningstar’s and in several other actors’
comparisons. According to Lammi, this is an indication of Aktia’s
successful portfolio management.
“We want to offer our customers the best wealth
management expertise in Finland now and in the future. Our success
in the comparison is a strong indication of our high-quality
investment process, our uncompromising work and our excellent
team.”
Aktia's assets under management amounted to EUR 13.5 billion as
of 31 December 2022.
Further information:
Uki Lammi, acting Director, Aktia Wealth
Management, tel. +358 50 545 6749,
uki.lammi(at)aktia.fi Anne-Mari Smolander,
Communications Manager, tel. +358 50 563 9496,
anne-mari.smolander(at)aktia.fi
Aktia is a Finnish asset manager, bank and life insurer that has
been creating wealth and wellbeing from one generation to the next
for 200 years. We serve our customers in digital channels
everywhere and face-to-face in our offices in the Helsinki, Turku,
Tampere, Vaasa and Oulu regions. Our award-winning asset management
business sells investment funds also internationally. We employ
approximately 900 people around Finland. Aktia's assets under
management (AuM) 31 December 2022 amounted to EUR 13.5 billion and
the balance sheet total was EUR 12.4 billion. Aktia's shares are
listed on Nasdaq Helsinki Ltd (AKTIA). aktia.com
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