OP-Alternative Portfolio Fund

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Alternative investments, such as real estate and unlisted companies, have grown in popularity among institutional investors for several years. In addition to effective diversification, they offer a high expected return on investment. The OP-Alternative Portfolio fund offers unitholders an easy way to invest in the same alternative asset classes as institutional investors.

The fund invests mainly in international funds that specialise in alternative asset classes. These include private equity, residential and commercial real estate, energy infrastructure and corporate bond and hedge funds. The underlying funds are selected by OP Asset Management's portfolio management team, which has solid experience in alternative investments. The fund's investments include assets selected based on different investment strategies to further increase the fund's diversification.

Through the OP-Alternative Portfolio fund, you invest effortlessly in assets beyond traditional stock and fixed income markets. The fund is especially suited for long-term and return-oriented investors who look for a professionally built and managed portfolio. Please note that funds cannot be withdrawn from the OP-Alternative fund on a daily basis. The fund's buy and sell orders are executed four times a year.

Why invest in the OP-Alternative Portfolio fund?

Follow in the footsteps of professionals – alternative asset classes are a significant part of institutional investors' portfolios
The fund invests globally through other funds, giving you broad diversification in several alternative asset classes with a single product
You benefit from the expertise of OP Asset Management's experienced portfolio management team and data resources

Information about the fund

The performance is presented for the unit class A of the fund and is based on data from OP Fund Management Company Ltd. Recurring expenses have been deducted from the return presented. Potential subscription and redemption fees have been excluded from the calculations. Please note that past performance does not predict future returns.

OP-Alternative Portfolio

ESG

Portfolio manager's review

The portfolio manager's review is available on the fund's Finnish pages.

More details Basic data, performance and fact figures

Basic data

Fund manager: Petri Lehtola, Riku Karkkulainen
Benchmark index: No benchmark index
Start date: 27.08.2020
ISIN: FI4000439971
fund serie: Accumulation unit
Fund size: 533 Meur
Serie value (31.03.): 113,51 EUR
Monthly review: Download
Key Information Document: Download
Rules: Download
Prospectus: Download

Accumulated profit (31.03)

	1mth	3mth	6mth	1 y	3 y p.a.	5 y p.a.
OP-Alternative Portfolio A	-	−1,77 %	−0,53 %	−1,03 %	+0,31 %	-
Benchmark	-	-	-	-	-	-

Yearly performance

	2020	2021	2022	2023	2024	YTD
OP-Alternative Portfolio A	+3,83 %	+6,31 %	+2,19 %	+1,83 %	+0,60 %	−1,77 %
Benchmark	-	-	-	-	-	-

Key figures

	Volatility 12 m	vola 12m	Sharpe 12 m	Duration
OP-Alternative Portfolio A	4,72 %	-	-
Benchmark index	-	-	-

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This is a marketing communication. OP Fund Management Company Ltd and OP Asset Management Ltd have prepared this material as background information. The information presented in the material is based on sources that the authors consider reliable. However, the authors cannot guarantee that the provided information or opinions are correct or complete. This material is not intended to provide, and cannot be regarded as, a comprehensive and complete description of the product and the risks involved. Although the material has been prepared with care, and the aim has been to ensure that all the presented information is accurate, the authors and their employees assume no responsibility for the content of the material, and no decisions or agreements should be made based on it.

This material does not include a binding offer or proposal to buy or subscribe for a fund unit, nor does the material or its content form a basis for any agreement or commitments.

OP’s funds are managed by OP Fund Management Company Ltd, which is a fund management company and alternative investment fund manager licensed by the Finnish Financial Supervisory Authority. The fund’s portfolio manager is OP Asset Management Ltd, which is an alternative investment fund manager licensed by the Finnish Financial Supervisory Authority]. Investments always involve risks. The value of investments can rise and fall, and the investor may lose part of or all the invested funds. Past performance does not predict future returns. The potential future performance is subject to taxation which depends on the personal situation of each investor and which may change in the future. Before making an investment decision, take all the characteristics or objectives of the special common fund into consideration, as described in the fund prospectus for OP funds and other documents related to the special common fund. Please refer to the special common fund’s Key Information Document, the fund prospectus and rules before making any final investment decision. The main risks associated with special common funds can be found in the Key Information Document, and a more detailed list of risks in the fund prospectus. The Key Information Documents and rules for special common funds are available from the Asset Manager and website. The fund prospectus is available on the website. The above materials are available in Finnish, Swedish and English. Copying, publishing or distributing this material to a third party in full or in part is not permitted without written permission from OP. By accepting this material, you agree to follow the above instructions and restrictions.

This material is a translation. If there are any discrepancies between the translation and the original Finnish material, the Finnish material shall prevail.