Mandatum Oyj: Mandatum's Nordic High Yield Fund chosen as the best European High Yield Fund for the third time in a row

Press release, 21 March 2025 at 10:15 a.m. EET

LSEG Lipper Fund Awards 2025 selected Mandatum's investment fund once again as the best in Europe in two different categories.

The Mandatum Nordic High Yield Total Return Fund, which invests in high-yield corporate bonds, was awarded both `Best Fund over 3 years' and `Best Fund over 5 years' in the Bond Europe High Yield category. The prestigious Lipper Awards are an annual celebration of funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. This year, there were 36 and 34 funds respectively in the running.

"It is an excellent achievement that our fund received the prestigious Lipper Award for the third time. In addition, for the second time, we won in the five-year review period. Our fund has grown at a steady pace while we have been able to deliver strong risk-adjusted returns. A heartfelt thank you to our customers for their trust and to our team in Helsinki and in Stockholm. Extensive resources are key to Mandatum's approach to conducting thorough credit analysis, which serves as the foundation of our investment operations", says Mandatum's Chief Investment Officer Juhani Lehtonen.

The client assets under management of the Nordic High Yield Fund exceeded EUR 760 million at the end of 2024. The client assets of the award-winning fund and the leveraged finance operation, which includes three loan strategies, currently exceed EUR 2.3 billion.

"The demand for our credit products has been strong both in Finland and in other Nordic countries. In addition, we have recently had the pleasure to welcome our first investors from Central Europe. The growth of the fund and the received recognitions are proof that our long-term efforts are paying off. The fund's investments are handpicked, and as a result of these selections, the return has been strong with a balanced level of risk-taking", says Alexander Gallotti, Mandatum's Head of Leveraged Finance.

The Mandatum Nordic High Yield Total Return Fund was established in 2014 and primarily invests in Nordic corporate bonds that are rated `high yield' or have no official credit rating.

Additional information:

Alexander Gallotti
Head of Leveraged Finance
Tel. +358 10 209 8172
alexander.gallotti[a]mandatumam.com

Niina Riihelä
SVP, Communications, brand and sustainability
Tel. +358 40 728 1548
niina.riihela[a]mandatum.fi  

Mandatum in brief
Mandatum is a major financial services provider that combines expertise in wealth management and life insurance. Mandatum offers clients a wide array of services covering asset and wealth management, savings and investment, compensation and rewards as well as pension plans and personal risk insurance. Mandatum offers services to corporate, retail, institutional and wealth management clients. At the centre of Mandatum's success are highly skilled personnel, a strong brand as well as a proven investment track record.
mandatum.fi/en/group

Marketing material

The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. For more information, see www.lipperfundawards.com.

This marketing communication is related to Mandatum SICAV-UCITS, a Luxembourg UCITS-SICAV and its Sub-Fund "Mandatum Nordic High Yield Total Return Fund" (the "Fund"). This document is prepared by Mandatum Asset Management Ltd, portfolio manager of the Fund. The Fund is managed by Mandatum Fund Management S.A. (53 Boulevard Royal, Luxembourg L-2449, Luxembourg)

Past performance does not predict future returns. Future returns may also be negative. Before making any investment decision, please read the Prospectus and Key Information Document (KID) of the UCITS. The Fund's risks are described in its Key Investor Information Document available at: mandatumam.com