Investment funds
Artea Alternative Investment Fund III
Allows retail investors to invest in world-class funds that are usually only available to professional investors. Starting from EUR 5,000, you can benefit from alternative investments – the ability to achieve higher portfolio returns while reducing investment risk.
Artea Baltic Fund
The Fund's assets are invested in stocks of companies listed in or actively operating in the Baltic States markets. The investment goal is maximum asset growth with a high level of volatility risk.
Artea Pan-European and Baltic Bond Subfund
The Artea Pan-European and Baltic Bond Subfund operates as a financing entity and invests no less than 85% of its net assets in the institutional class I investment units for institutional investors of the Artea Emerging Europe Bond Fund (Financing Subfund), established in the Grand Duchy of Luxembourg.
Artea Emerging Markets Ex-Dictatorship Bond Subfund
Invested in debt securities issued by the most promising emerging countries‘ governments, municipalities, and companies based on fundamental credit analysis.
Artea Global Equities Index Plus Subfund
This is a solution that allows your money to work in all major global stock markets at once.
Funds that are no longer marketed
Artea Alternative Investment Fund
An alternative investment fund aimed at non-professional investors, with a minimum investment amount of EUR 5000. The Fund invests in private alternative asset classes.
Artea Alternative Investment Fund II
An alternative investment fund aimed at non-professional investors, with a minimum investment amount of EUR 5000.
INVL Russia ex-Government Equity Subfund (closed)
The INVL Russia ex-Government Equity Subfund has been liquidated.
Our investment philosophy
Regional competence
Experienced fund managers work responsibly to achieve the best possible results.
Concentrated portfolios
Of only 20–30 most promising investments.
The Gap
Characterised by large gaps between investment allocations and benchmarks.
Where do we invest?
- Stocks
- Bonds
Investing in Stocks
- Value investment strategy
- Finding events with value potential
- Focus on high standards of corporate governance in the companies we invest in
Baltic countries
- Combination of corporate events and value strategy
- Housing market
- Active involvement in the management of portfolio companies
Global emerging markets
- We aim to maximise the Sortino ratio (a coefficient that helps us understand the relationship between average investment return and risk. The risk component of the index is expressed as the volatility of the fund’s unit price during a dip only)
- Exceptionally high proportion of exposures not included in the benchmark*
- Focus on small capitalisation companies
* Benchmark is an index chosen by the management company against whose performance the investment return of a fund’s portfolio is compared, and which helps the investor to assess the fund manager’s performance, to objectively compare the investment return achieved in line with the investment strategy and to determine the level of risk the fund manager is willing to accept.
Fund
documents
Where
do we invest?
Our investment management team consists of more than ten professionals whose experience helps us select the most appropriate investments in each country and minimise potential risks.
We focus on investments and regions that we know well, so we invest in corporate shares in Eastern Europe and bonds in the global emerging markets – from Estonia in the north to Argentina in the south. These countries are all different, but share common features in their economic development, which makes it possible to identify opportunities and reduce the chances of failure.
The information provided here is a marketing presentation only. It should not be construed as an offer to buy or sell any financial instruments and/or to enter into any transaction(s).
Before making an investment decision, you should (personally or with the help of an investment adviser) evaluate the investment strategy of the chosen fund, the applicable charges, all risks associated with the investment, and carefully read the Fund Rules, Prospectus and Key Investor Information Document.
Please note that investing involves certain risks; therefore, before deciding to invest, you should consider the fact that the value of your investment may decrease under certain circumstances, which are beyond the control of Artea Bankas AB. Artea Bankas AB is not responsible for your decisions made based on the information provided here.
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Artea ETF Select
Professionally selected Exchange Traded Funds. A smart choice if you want to start investing simply, even with relatively small amounts.