Aktia once again the best fund house in Morningstar’s comparison
February 28 2022 - 4:00AM
Aktia once again the best fund house in Morningstar’s
comparison
Aktia Bank PlcPress release28/02/2022 at 11.00 a.m.
Aktia once
again the best fund house in Morningstar’s
comparison
In the Morningstar
Awards 2022 comparison, published
today, Aktia was selected
as Finland's best fund house for fixed-income
funds as well as for the overall
selection. Morningstar is an independent party
carrying out fund comparisons and
selecting the best fund houses
annually based on the five-year
risk-adjusted return.
The analysis company Morningstar, specialising in funds, awarded
prizes in three fund house categories: equity fund management,
fixed-income fund management and wealth management in terms of the
overall selection. The best wealth managers are selected based on
the five-year risk-adjusted return, and the funds compared must be
available to small investors in Finland. Aktia won both the
fixed-income category and the overall
category.
“Morningstar is a respected independent party and succeeding in
this comparison always feels great. Aktia’s wealth management
services have been repeatedly rewarded both in Morningstar’s and in
several other actors’ comparisons. It shows the outstanding
expertise of Aktia's wealth management and that we have succeeded
in our long-term work,” says Perttu Purhonen,
Director in charge of Aktia's asset management.
The acknowledgement received today reflects Aktia’s successful
portfolio management and wide range of products. Winning in the
overall category shows that Aktia has a fund selection that clearly
adds value to its customers. Last year, the selection of investment
objects was further expanded when Aktia acquired Taaleri's wealth
management business.
“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 token that our active portfolio management
is profitable, which is above all reflected in the development of
our customers’ investments,” Purhonen continues.
Aktia's assets under management on 31 December 2021 amounted to
EUR 15.5 billion.
Further information:Perttu Purhonen, Director,
Aktia Asset Management, tel. +358 50 0812 627,
perttu.purhonen(a)aktia.fi Katja Korsinkin,
Communications Manager, tel. +358 10 247 6294,
katja.korsinkin(a)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) 31/12/2021 amounted to EUR 15.5 billion and the
balance sheet total was EUR 11.7 billion. Aktia's shares are listed
on Nasdaq Helsinki Ltd (AKTIA). aktia.com
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