Sampo 2040 Fund: Overview

The Sampo 2040 Fund invests in shares of other mutual funds which invest in the international equity markets and the euro-zone fixed-income markets. The Fund will at first primarily invest in equity-based investments, however after 2030 the weighting of fixed income-based investments will be gradually increased. After 2040 the Fund will exclusively invest in fixed-income.


The value of the Fund is dependent on the performance of the international equity markets and interest rate changes in the euro-zone and is therefore likely to fluctuate substantially in the short term. The Fund is well suited for pension savings and does not have an official benchmark Index.

The Sampo 2040 Fund;

• Medium to high risk
• Deals daily
• Domiciled in Finland, managed by Danske Capital, Sampo Bank plc and administered by Sampo Fund Management Ltd.