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 Life Allocation Fixed Income 2
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 125.82 25.82% 1.99% -1.06% -1.76% 0.29% 0.09%  
Mandatum Life Allocation 25 2
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 132.75 32.75% 5.30% 0.96% -1.30% 1.12% -0.11%  
Mandatum Life Allocation 50 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 141.51 41.51% 8.55% 2.61% -1.21% 1.95% -0.31%  
Mandatum Life Allocation 80 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 146.21 46.21% 12.17% 4.40% -1.30% 2.94% -0.55%  
Mandatum Life Allocation Equity+ 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 165.61 65.61% 14.18% 5.17% -1.73% 3.11% -0.59%  

Fixed Income Investments

Fixed Income Baskets

  Name Risk Date Value Inception 2 years 1 year Ytd 1 month 1 day  
Mandatum Life Money Portfolio 2
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 100.38 0.38% 0.38% -0.52% -0.81% 0.20% 0.03%  
Mandatum Life Money Abs 2
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 104.69 4.69% -1.40% -1.49% -1.50% 0.01% 0.00%  
Mandatum Life Fixed Income Portfolio 2
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 161.35 61.35% 4.44% 0.95% 0.31% 0.37% 0.03%  
Mandatum Life Nordic High Yield Total Return Fund A EUR 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 98.25 4.21% -5.00% -2.26% -3.12% 0.88% 0.28%  

Index Investment Baskets

  Name Risk Date Value Inception 2 years 1 year Ytd 1 month 1 day  
Mandatum Life Emerging Markets Bond Index 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 103.35 3.35% 3.57% -8.66% -10.72% -0.05% -0.03%  

Equity Investments

Equity Investment Baskets

  Name Risk Date Value Inception 2 years 1 year Ytd 1 month 1 day  
Mandatum Life Nordic Equity 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 139.87 39.87% 20.75% 11.91% 4.14% 3.16% -1.02%  
Mandatum Life European Small & Mid Cap 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 146.17 46.17% 6.17% 3.68% -6.01% 3.12% -1.68%  
Mandatum Life Global Sustainable Equity 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 157.64 57.64% 25.80% 9.36% 2.87% 3.74% -1.01%  

Index Investment Baskets

  Name Risk Date Value Inception 2 years 1 year Ytd 1 month 1 day  
Mandatum Life Emerging Markets Index 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 101.52 1.52% 1.52% 1.52% -4.57% 4.47% 0.29%  
Mandatum Life Global Climate Index 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 150.26 54.01% 17.62% 5.20% -1.56% 4.46% -0.49%  
Mandatum Life Finland Index 5
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 194.06 94.06% 13.69% 6.51% 4.20% 2.57% -0.79%  
Mandatum Life USA Index 5
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 267.90 167.90% 22.67% 8.46% 0.21% 4.08% -0.55%  

Pension

Pension

  Name Risk Date Value Inception 2 years 1 year Ytd 1 month 1 day  
Mandatum Life Pension 2
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 113.52 13.52% 7.12% 2.24% -0.82% 1.78% -0.23%  

Other

Other

  Name Risk Date Value Inception 2 years 1 year Ytd 1 month 1 day  
Mandatum Life Managed Futures 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 99.31 -0.69% -0.69% -0.69% -0.69% -1.05% -0.80%  
Mandatum Life Gold Index 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 120.66 20.66% 49.90% 21.06% 18.02% 1.17% 0.45%  

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
 2020-10-21 132.75 94.69% 8.19% 0.84% -1.23% 1.12% -0.11%  
Danske Invest Sustainability Bond Fund 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2019-11-21 1.68 68.26% 0.91% 3.05% - -0.29% -0.19%  
Danske Invest Bond Fund 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 0.41 145.10% 13.10% 2.34% 4.19% 0.43% -0.24%  
Danske Invest Compass Liquidity Fund 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 2.06 106.46% 8.30% 1.50% 1.38% 0.53% -0.07%  
Danske Invest Government Bond Fund 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2019-11-21 37.61 96.82% 4.83% 4.49% - -0.12% -0.28%  
Mandatum Life If Subordinated Loan 12/2041 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 166.43 66.43% 8.65% -0.92% -2.60% 0.26% 0.06%  
Sampo vaikas 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-01-22 2.05 104.84% 6.44% 10.31% 0.73% 0.86% 0.00%  
Danske Invest Compass 50 Fund 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 2.11 111.13% 11.41% 3.18% -0.71% 1.58% -0.19%  
Danske Invest Euro High Yield 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 1.93 92.75% 1.73% -1.82% -3.22% 0.76% 0.01%  
Danske Invest Compass 25 Fund 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 2.04 103.82% 9.74% 2.46% 0.23% 1.08% -0.13%  
Danske Invest Compass 75 Fund 5
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 2.12 111.51% 12.67% 3.61% -1.94% 2.32% -0.24%  
Danske Invest Sustainability Equity Fund 6
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 0.72 327.08% 30.17% 8.49% -0.38% 5.59% 1.09%  
Danske Invest Japanese Equity Fund 6
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 0.17 3.41% 2.79% -4.11% -8.87% -1.81% 0.92%  
Danske Invest Finnish Equity Fund 6
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 0.70 311.52% 20.00% 13.28% 6.46% 3.72% -0.51%  
Danske Invest European Equity Fund 6
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 0.42 148.79% 14.44% 1.09% -5.56% -0.40% -0.29%  
Danske Invest India Fund 6
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 1.59 58.51% 15.82% -4.47% -6.11% 5.85% 0.74%  
Danske Invest China Fund 6
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 4.39 338.85% 41.87% 35.43% 20.81% 3.32% -0.07%  
Danske Invest Emerging Markets Equity Fund 6
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 2.05 105.18% 20.98% 7.53% -2.23% 3.85% 0.37%  
Danske Invest 2030 Fund 6
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 1.97 97.43% 13.50% 4.19% -2.77% 2.50% -0.34%  
Danske Invest Compass Equity Fund 6
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 1.28 27.67% 12.74% 2.98% -3.54% 2.55% -0.28%  
Danske Invest USA Equity Factors Fund 6
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 0.20 16.64% 6.50% -1.49% -7.28% 3.72% 0.66%  
Danske Invest Eastern Europe Convergence Fund 6
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 0.73 -27.26% -20.19% -24.44% -29.24% -0.26% 0.02%  
Danske Invest Latin America Fund 6
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2019-11-20 3.18 218.42% 4.80% 12.49% - -1.49% 0.13%  
Danske Invest 2040 Fund 6
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 2.48 147.55% 11.62% 3.05% -3.61% 2.49% -0.33%  
Danske Invest Russia Fund 7
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 3.07 206.94% 2.53% -15.83% -25.20% -3.20% 1.16%  

All funds

All funds

  Name Risk Date Value Inception 2 years 1 year Ytd 1 month 1 day  
Mandatum Life Allocation Fixed Income 2
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 125.82 25.82% 1.99% -1.06% -1.76% 0.29% 0.09%  
Mandatum Life Allocation 25 2
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 132.75 32.75% 5.30% 0.96% -1.30% 1.12% -0.11%  
Mandatum Life Allocation 50 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 141.51 41.51% 8.55% 2.61% -1.21% 1.95% -0.31%  
Mandatum Life Allocation 80 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 146.21 46.21% 12.17% 4.40% -1.30% 2.94% -0.55%  
Mandatum Life Allocation Equity+ 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 165.61 65.61% 14.18% 5.17% -1.73% 3.11% -0.59%  
Mandatum Life Money Portfolio 2
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 100.38 0.38% 0.38% -0.52% -0.81% 0.20% 0.03%  
Mandatum Life Money Abs 2
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 104.69 4.69% -1.40% -1.49% -1.50% 0.01% 0.00%  
Mandatum Life Fixed Income Portfolio 2
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 161.35 61.35% 4.44% 0.95% 0.31% 0.37% 0.03%  
Mandatum Life Nordic High Yield Total Return Fund A EUR 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 98.25 4.21% -5.00% -2.26% -3.12% 0.88% 0.28%  
Mandatum Life Emerging Markets Bond Index 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 103.35 3.35% 3.57% -8.66% -10.72% -0.05% -0.03%  
Mandatum Life Nordic Equity 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 139.87 39.87% 20.75% 11.91% 4.14% 3.16% -1.02%  
Mandatum Life European Small & Mid Cap 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 146.17 46.17% 6.17% 3.68% -6.01% 3.12% -1.68%  
Mandatum Life Global Sustainable Equity 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 157.64 57.64% 25.80% 9.36% 2.87% 3.74% -1.01%  
Mandatum Life Emerging Markets Index 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 101.52 1.52% 1.52% 1.52% -4.57% 4.47% 0.29%  
Mandatum Life Global Climate Index 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 150.26 54.01% 17.62% 5.20% -1.56% 4.46% -0.49%  
Mandatum Life Finland Index 5
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 194.06 94.06% 13.69% 6.51% 4.20% 2.57% -0.79%  
Mandatum Life USA Index 5
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 267.90 167.90% 22.67% 8.46% 0.21% 4.08% -0.55%  
Mandatum Life Pension 2
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 113.52 13.52% 7.12% 2.24% -0.82% 1.78% -0.23%  
Mandatum Life Managed Futures 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 99.31 -0.69% -0.69% -0.69% -0.69% -1.05% -0.80%  
Mandatum Life Gold Index 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 120.66 20.66% 49.90% 21.06% 18.02% 1.17% 0.45%  
Sampo vaikas 2
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 132.75 94.69% 8.19% 0.84% -1.23% 1.12% -0.11%  
Danske Invest Sustainability Bond Fund 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2019-11-21 1.68 68.26% 0.91% 3.05% - -0.29% -0.19%  
Danske Invest Bond Fund 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 0.41 145.10% 13.10% 2.34% 4.19% 0.43% -0.24%  
Danske Invest Compass Liquidity Fund 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 2.06 106.46% 8.30% 1.50% 1.38% 0.53% -0.07%  
Danske Invest Government Bond Fund 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2019-11-21 37.61 96.82% 4.83% 4.49% - -0.12% -0.28%  
Mandatum Life If Subordinated Loan 12/2041 3
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-21 166.43 66.43% 8.65% -0.92% -2.60% 0.26% 0.06%  
Sampo vaikas 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-01-22 2.05 104.84% 6.44% 10.31% 0.73% 0.86% 0.00%  
Danske Invest Compass 50 Fund 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 2.11 111.13% 11.41% 3.18% -0.71% 1.58% -0.19%  
Danske Invest Euro High Yield 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 1.93 92.75% 1.73% -1.82% -3.22% 0.76% 0.01%  
Danske Invest Compass 25 Fund 4
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 2.04 103.82% 9.74% 2.46% 0.23% 1.08% -0.13%  
Danske Invest Compass 75 Fund 5
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 2.12 111.51% 12.67% 3.61% -1.94% 2.32% -0.24%  
Danske Invest Sustainability Equity Fund 6
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 0.72 327.08% 30.17% 8.49% -0.38% 5.59% 1.09%  
Danske Invest Japanese Equity Fund 6
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 0.17 3.41% 2.79% -4.11% -8.87% -1.81% 0.92%  
Danske Invest Finnish Equity Fund 6
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 0.70 311.52% 20.00% 13.28% 6.46% 3.72% -0.51%  
Danske Invest European Equity Fund 6
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 0.42 148.79% 14.44% 1.09% -5.56% -0.40% -0.29%  
Danske Invest India Fund 6
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 1.59 58.51% 15.82% -4.47% -6.11% 5.85% 0.74%  
Danske Invest China Fund 6
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 4.39 338.85% 41.87% 35.43% 20.81% 3.32% -0.07%  
Danske Invest Emerging Markets Equity Fund 6
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 2.05 105.18% 20.98% 7.53% -2.23% 3.85% 0.37%  
Danske Invest 2030 Fund 6
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 1.97 97.43% 13.50% 4.19% -2.77% 2.50% -0.34%  
Danske Invest Compass Equity Fund 6
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 1.28 27.67% 12.74% 2.98% -3.54% 2.55% -0.28%  
Danske Invest USA Equity Factors Fund 6
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 0.20 16.64% 6.50% -1.49% -7.28% 3.72% 0.66%  
Danske Invest Eastern Europe Convergence Fund 6
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 0.73 -27.26% -20.19% -24.44% -29.24% -0.26% 0.02%  
Danske Invest Latin America Fund 6
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2019-11-20 3.18 218.42% 4.80% 12.49% - -1.49% 0.13%  
Danske Invest 2040 Fund 6
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 2.48 147.55% 11.62% 3.05% -3.61% 2.49% -0.33%  
Danske Invest Russia Fund 7
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
 2020-10-22 3.07 206.94% 2.53% -15.83% -25.20% -3.20% 1.16%  


The policyholder independently selects investment baskets as the underlying assets of unit-linked life insurance offered by Mandatum Life Insurance Company Limited (the insurer). The policyholder also bears the risk of any potential decrease in or loss of value of the investment savings. An investment basket’s past yield does not guarantee returns in the future. The value of investment baskets may rise or fall and investors may lose funds that they have invested in the investment basket. The portfolio manager of the respective portfolio and the insurer are not responsible for the value development of the investment baskets. Even if the insurer attempts to ensure the reliability of information, the insurer does not guarantee the completeness or correctness of the information regarding investment portfolios that is issued by the portfolio manager. Information regarding investment objects is given for informational purposes only and cannot be regarded as a recommendation to buy, keep or change investment objects. Customers should carefully familiarise themselves with the insurance contract and the regulations and brochures of the underlying assets prior to making their investment decisions. Mandatum Life Insurance Company Limited; headquarters Viru väljak 2, Tallinn; registry code: ID10561490.