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Evli

Rank 7 · Fund management companies · Checked 13.10.2026

Websiteevli.com
OwnerEvli-Rahastoyhtiö Oy (Business ID 0744659-0) - fund management company of Evli Oyj (EAB merged in 2022)
Business ID0744659-0
Registered in Finland (PRH)1989
Fund feesRahastokohtaiset kulut avaintietoasiakirjassa, rahastojen arvot ja tuotot julkisesti (myös CSV)
Fund selectionLaaja valikoima: sijoitusrahastot ja vaihtoehtorahastot (mm. kiinteistörahastot)
Subscription/redemption feeStated in the key information document
Minimum investmentNot disclosed publicly
LCP (mobile)4.5 s
Basic metrics73.4, rank 5
36.7SCORE
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On the basic metrics alone, the score was 73.4 and the rank 5. The score is now 36.7 and rank 7 (▼ 2 places). The difference comes from buying motives: they measure what the buyer asks before deciding.

AI SUMMARY · AI ALGORITHM · 24 August 2026

Evli-Rahastoyhtio on Evli Oyj:n rahastotalo, jonka valikoima kattaa sijoitus- ja vaihtoehtorahastot. Rahastojen arvot ja tuottohistoria ovat julkisia (myös CSV) ja avaintietoasiakirjat saatavilla, mutta rahastokohtaiset kulut ja palkkiot jäävät avaintietoasiakirjan sisään eivatka näy suoraan rahastolistalla.

Strengths

  • Fund values and return history are publicly available, also as a downloadable CSV file
  • Avaintietoasiakirjat ja rahastoesitteet ovat saatavilla, ja valikoima kattaa sekä sijoitus- että vaihtoehtorahastot
  • Yhteystiedot ovat selkeät: sijoittajapalvelun puhelin ja sähköposti esillä

Areas to improve

  • Rahaston juoksevat kulut eivät näy rahastolistalla, vaan avaintietoasiakirjan sisällä
  • Merkintä- ja lunastuspalkkiot jäävät niin ikään avaintietoasiakirjaan
  • The minimum investment is not stated publicly

How the score is calculated

Buying motives checked on 13.10.2026 and basic metrics measured on 24.8.2026 from public sources. The same formula for everyone, read the full methodology.

Total score · weighted total

36.7 / 100
Fees on the fund page22 p × 0.0 %0.0
Subscription fee16 p × 0.0 %0.0
Minimum subscription12 p × 0.0 %0.0
Basic metrics50 % × 73,436.7

Buying motives · weight 50 p

0,0 / 50
MetricMeasured valueSourcePoints
Fees on the fund pageThe investment funds listing and the fund page (rendered) do not show the management fee or ongoing charges as text.evli.com, investment funds · evli.com, fund page
checked 13.10.2026
0.0 / 22
Subscription feeThe Investment funds listing and the fund page do not show the subscription fee as text.evli.com, investment funds · evli.com, fund page
checked 13.10.2026
0.0 / 16
Minimum subscriptionThe investment funds listing and the fund page do not mention a minimum subscription.evli.com, investment funds · evli.com, fund page
checked 13.10.2026
0.0 / 12

If information is missing, the row gets 0 points and the reason is shown. Points rise when the company publishes the information.

Basic metrics · weighted sum, 50% of total points

73.4 / 100
Digital quality30 % × 80,024.0
Transparency30 % × 67,520.2
Reachability20 % × 72,514.5
AI quality score20 % × 73,414.7

Digital quality · weight 30%

80.0 / 100
MetricMeasured valueSourcePoints
Performance (mobile)53/100Technical measurement21.2 / 40
Accessibility100/100Technical measurement30.0 / 30
Findability (SEO)92/100Technical measurement13.8 / 15
Technical practices100/100Technical measurement15.0 / 15

Transparency · weight 30%

67.5 / 100
MetricMeasured valueSourcePoints
Fund costs (ongoing charges or management fee) shown on the fund-specific page without logging in
OBSERVATIONrahastojen arvot -taulukko esittaa tuotot, juoksevat kulut vasta avaintietoasiakirjassa
PartlyWebsite + AI extraction12.5 / 25
Fund selection browsable online with fund-specific details
OBSERVATION"Sijoitusrahastot" ja "Vaihtoehtorahastot" -osiot; rahastojen arvot myös CSV-tiedostona
YesWebsite + AI extraction15.0 / 15
Fund performance history published fund by fund
OBSERVATION"Rahastojen arvot (CSV-tiedosto)"; rahastojen arvot ja tuotot esillä
YesWebsite + AI extraction15.0 / 15
Key information document and fund prospectus publicly downloadable
OBSERVATIONrahastokohtaiset avaintietoasiakirjat ja esitteet saatavilla
YesWebsite + AI extraction15.0 / 15
Subscription and redemption fee stated
OBSERVATIONmerkintä- ja lunastuspalkkiot avaintietoasiakirjassa, ei rahastolistalla
PartlyWebsite + AI extraction5.0 / 10
Minimum investment or subscription minimum stated
OBSERVATIONvähimmäissijoitusta ei mainita
NoWebsite + AI extraction0.0 / 10
Business ID or supervisor (Financial Supervisory Authority) stated
OBSERVATIONEvli-Rahastoyhtio Oy osa pörssilistattua Evli Oyj:ta, Y-tunnus ei rahastosivulla
PartlyWebsite + AI extraction5.0 / 10

Reachability · weight 20%

72.5 / 100
MetricMeasured valueSourcePoints
Phone number shown
OBSERVATION"+358 9 4766 9701 (Sijoittajapalvelu)"
YesWebsite + AI extraction30.0 / 30
Email shown
OBSERVATION"info@evli.com"
YesWebsite + AI extraction15.0 / 15
Chat support
OBSERVATIONpublic chat support is not mentioned
NoWebsite + AI extraction0.0 / 15
Opening hours shown
OBSERVATIONsijoittajapalvelun ajat mainittu osin
PartlyWebsite + AI extraction7.5 / 15
FAQ section
OBSERVATION"Usein kysyttya" -osio esillä
YesWebsite + AI extraction15.0 / 15
Mobile app
OBSERVATIONkuluttajan mobiilisovellus ei selkeästi keskiossa
PartlyWebsite + AI extraction5.0 / 10

AI quality score · weight 20%

73.4 / 100
MetricMeasured valueSourcePoints
Clarity of information78/100AI analysis26.5 / 34
Findability of pricing62/100AI analysis20.5 / 33
Content coverage80/100AI analysis26.4 / 33

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Is this your company?

The free pre-analysis shows every item where points are lost and how much fixing it raises the score and rank. The paid analysis shows what the items are and how to fix them.

With website and information fixes you gain at most +62.8 points: 36.7 → 99.5, rank 7 → 1.

See the free pre-analysis The analysis does not change the score. Only improving the metrics does.

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