Investment solutions: values and reviews

Funds

Allocation Investment Baskets

Mandatum Life Allocation investment baskets is our premium offer. This service is for you if you are not interested in spending your time tracking the markets or not experienced enough to do so, but would rather let the professionals manage your assets. With the Portfolio Management Service, you only need to determine your risk level and investment objective – we will take care of the rest and inform you of how your investments and savings are developing.

Allocation Investment Baskets

  Name Risk Date Value Inception 2 years 1 year Ytd 1 month 1 day  
Mandatum Allocation Fixed Income 2
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 129.89 29.89% 2.16% 3.32% 1.51% -0.25% 0.02%  
Mandatum Allocation 25 2
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 144.46 44.46% 9.98% 8.29% 5.09% -0.59% 0.12%  
Mandatum Allocation 50 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 161.83 61.83% 17.60% 13.16% 8.52% -1.00% 0.23%  
Mandatum Allocation 80 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 177.18 77.18% 26.94% 19.09% 12.62% -1.53% 0.35%  
Mandatum Allocation Equity+ 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 203.79 103.79% 29.96% 20.81% 13.98% -1.48% 0.37%  

Fixed Income Investments

Fixed Income Baskets

  Name Risk Date Value Inception 2 years 1 year Ytd 1 month 1 day  
Mandatum Money Portfolio 2
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 102.75 2.75% 1.91% 2.42% 0.88% -0.17% -0.01%  
Mandatum AM Money Abs 2
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 106.06 6.06% -0.20% 1.31% 0.06% -0.03% 0.00%  
Mandatum AM Fixed Income Portfolio 2
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 166.14 66.14% 4.15% 3.05% 1.33% -0.38% -0.02%  
Mandatum Life Nordic High Yield Total Return Fund A EUR 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 107.67 14.20% 7.17% 10.24% 6.72% 0.10% 0.01%  

Index Investment Baskets

  Name Risk Date Value Inception 2 years 1 year Ytd 1 month 1 day  
Mandatum Emerging Markets Bond Index 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 104.97 4.97% -7.86% 1.79% -2.63% -1.69% 0.43%  

Equity Investments

Equity Investment Baskets

  Name Risk Date Value Inception 2 years 1 year Ytd 1 month 1 day  
Mandatum Nordic Equity 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 172.25 72.25% 41.45% 20.78% 13.35% -3.62% 1.86%  
Mandatum AM European Small & Mid Cap 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 186.17 86.17% 34.21% 23.16% 1.94% -5.55% 1.17%  
Mandatum AM Global Sustainable Equity 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 189.42 89.42% 31.36% 16.55% 10.87% -2.77% 0.84%  

Index Investment Baskets

  Name Risk Date Value Inception 2 years 1 year Ytd 1 month 1 day  
Mandatum Emerging Markets Index 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 119.32 19.32% 19.32% 16.83% 5.51% -0.58% 0.53%  
Mandatum Global Climate Index 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 193.11 97.93% 35.30% 24.34% 20.24% -1.23% -0.23%  
Mandatum USA Index 5
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 350.33 250.33% 41.91% 27.26% 25.75% -0.53% 0.29%  
Mandatum Finland Index 5
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 243.76 143.76% 36.90% 24.30% 19.38% -3.84% 0.57%  

Pension

Pension

  Name Risk Date Value Inception 2 years 1 year Ytd 1 month 1 day  
Mandatum Pension 2
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 128.42 28.42% 15.95% 12.23% 8.31% -0.50% 0.18%  

Other

Other

  Name Risk Date Value Inception 2 years 1 year Ytd 1 month 1 day  
Mandatum AM Managed Futures 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 110.73 10.73% 10.73% 9.58% 12.95% -1.46% -0.07%  
Mandatum Gold Index 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 113.98 13.98% 12.28% -4.48% -2.59% 1.70% 1.75%  

Discontinued Baskets

Discontinued Baskets

  Name Risk Date Value Inception 2 years 1 year Ytd 1 month 1 day  
Sampo vaikas 2
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 144.46 111.86% 9.99% 8.29% 5.09% -0.59% 0.12%  
Mandatum If Suboardinated Loan 12/2041 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 168.20 68.20% -0.15% 1.02% -0.18% -0.63% -0.02%  

All funds

All funds

  Name Risk Date Value Inception 2 years 1 year Ytd 1 month 1 day  
Mandatum Allocation Fixed Income 2
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 129.89 29.89% 2.16% 3.32% 1.51% -0.25% 0.02%  
Mandatum Allocation 25 2
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 144.46 44.46% 9.98% 8.29% 5.09% -0.59% 0.12%  
Mandatum Allocation 50 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 161.83 61.83% 17.60% 13.16% 8.52% -1.00% 0.23%  
Mandatum Allocation 80 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 177.18 77.18% 26.94% 19.09% 12.62% -1.53% 0.35%  
Mandatum Allocation Equity+ 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 203.79 103.79% 29.96% 20.81% 13.98% -1.48% 0.37%  
Mandatum Money Portfolio 2
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 102.75 2.75% 1.91% 2.42% 0.88% -0.17% -0.01%  
Mandatum AM Money Abs 2
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 106.06 6.06% -0.20% 1.31% 0.06% -0.03% 0.00%  
Mandatum AM Fixed Income Portfolio 2
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 166.14 66.14% 4.15% 3.05% 1.33% -0.38% -0.02%  
Mandatum Life Nordic High Yield Total Return Fund A EUR 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 107.67 14.20% 7.17% 10.24% 6.72% 0.10% 0.01%  
Mandatum Emerging Markets Bond Index 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 104.97 4.97% -7.86% 1.79% -2.63% -1.69% 0.43%  
Mandatum Nordic Equity 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 172.25 72.25% 41.45% 20.78% 13.35% -3.62% 1.86%  
Mandatum AM European Small & Mid Cap 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 186.17 86.17% 34.21% 23.16% 1.94% -5.55% 1.17%  
Mandatum AM Global Sustainable Equity 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 189.42 89.42% 31.36% 16.55% 10.87% -2.77% 0.84%  
Mandatum Emerging Markets Index 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 119.32 19.32% 19.32% 16.83% 5.51% -0.58% 0.53%  
Mandatum Global Climate Index 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 193.11 97.93% 35.30% 24.34% 20.24% -1.23% -0.23%  
Mandatum USA Index 5
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 350.33 250.33% 41.91% 27.26% 25.75% -0.53% 0.29%  
Mandatum Finland Index 5
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 243.76 143.76% 36.90% 24.30% 19.38% -3.84% 0.57%  
Mandatum Pension 2
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 128.42 28.42% 15.95% 12.23% 8.31% -0.50% 0.18%  
Mandatum AM Managed Futures 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 110.73 10.73% 10.73% 9.58% 12.95% -1.46% -0.07%  
Mandatum Gold Index 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 113.98 13.98% 12.28% -4.48% -2.59% 1.70% 1.75%  
Sampo vaikas 2
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 144.46 111.86% 9.99% 8.29% 5.09% -0.59% 0.12%  
Mandatum If Suboardinated Loan 12/2041 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2021-10-13 168.20 68.20% -0.15% 1.02% -0.18% -0.63% -0.02%  


The policyholder at his or her own discretion chooses the investment basket(s) as the underlying assets of unit-linked insurance contracts offered by Mandatum Life Insurance Company Limited Lithuania Branch (the ‘insurer’). The policyholder bears the risk of investment, and the risk of depreciation or loss of value of the investment savings. Historical return on the units of an investment basket is not a reliable indicator of future returns and does not guarantee future performance. The value of a unit in an investment basket can move upwards and downwards, and the policyholder may recover less money than he or she invested, lose a significant amount of money invested, or all of it. The manager of the investment fund or basket in which the assets of an investment basket are invested (the ‘investment manager’) and the insurer are not responsible for any fluctuations in the investment basket unit value. Despite the efforts to ensure the reliability of information, the insurer does not guarantee the information about investment funds or baskets as prepared by the investment manager to be complete and correct. This information cannot be construed as a recommendation, offer, or encouragement to enter into an insurance contract or choose units of particular investment baskets. The policyholder is solely responsible for his or her decisions and therefore must carefully read the terms and conditions of insurance contract, the Key Information Documents of investment baskets, the deductions (price list) applicable to the contract, and other information from the insurer regarding the terms and conditions and the inherent risks of the insurance contract prior to entering into a unit-linked insurance contract or choosing investment baskets.

In publishing investment program unit prices, Mandatum Life Insurance Company Limited Lithuania Branch follows the practice of other branches in the Baltic countries and in Finland. Currently, the company follows a T+2 approach to calculating and publishing the unit prices of all investment solutions offered by the Mandatum Life Insurance Company Limited Group, which is two business days following the business day of the publication of the unit price of an investment basket or a fund. Please note that you should always consider the fact that holidays have an impact on the publication of prices as well as some circumstances may be outside of the insurance company’s control, causing a delay in the calculation or publication of the investment program unit price. The fees applied by the manager of the investment object in which the assets of the investment program will be invested have been factored in the calculation of the published unit price of investment programs. Other fees and charges of the insurance contract reducing the value of the capital accrued have not been included in the unit price of investment baskets and are specified in the terms and conditions of insurance and the price list applicable to the insurance contract, and the actual amounts of fees and charges deducted are specified in the insurance contract report delivered to the policyholder on an annual basis.