OP-Clean Water Fund

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The amount of potable water is continuously decreasing due to pollution, depletion of groundwater, and climate change. At the same time, population growth and rising living standards are increasing water consumption everywhere. According to estimates by the UN and the World Bank, by 2050, up to half of the world's population will suffer from water scarcity. The OP-Clean Water fund allows you to invest globally in companies that strive to ensure the availability of potable water in the future. The fund is suitable for investors seeking good stock returns who tolerate moderate fluctuations in the value of their holdings.

The fund targets companies that focus on delivering water infrastructure or developing water technologies and are market leaders in one of the water industry sectors. Such companies are in a favorable position when the price of clean water rises and the demand for water expertise increases. The fund is actively managed by OP Asset Management’s experienced portfolio management team, whose stock selections are based on comprehensive company-specific analysis and extensive market knowledge.

All stock investments in the OP-Clean Water fund are sustainable. The fund complies with EU's Paris Climate Agreement and excludes, among others, coal producers from its investments. In addition, we regularly review how target companies implement good governance practices, such as international norms related to taxation or remuneration.

Why invest in the OP-Clean Water fund

The amount of potable water is decreasing - there is growing demand for solutions that improve the availability of clean water
International diversification into both growth and value companies with a single investment
All of the fund’s stock investments are sustainable

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-Clean Water

morningstar™

Accessibility of the service

The use of this service on OP’s digital services is accessible.

Basic data

Fund manager: Kristiina Vares-Wartiovaara,Jukka Ukkonen
Benchmark index: S&P Global Water Net Total Return Index
Start date: 14.11.2012
ISIN: FI4000048442
fund serie: Accumulation unit
Fund size: 327 Meur
Serie value (07.11.): 341,91 EUR
Monthly review: Download
Key Information Document: Download
Rules: Download
Sustainability data: Download
Prospectus: Download

Accumulated profit (07.11)

	1mth	3mth	6mth	1 y	3 y p.a.	5 y p.a.
OP-Clean Water A	+0,30 %	+1,82 %	+13,07 %	−0,61 %	+11,74 %	+10,44 %
Benchmark	+0,83 %	+1,30 %	+7,46 %	+3,85 %	+9,26 %	+10,32 %

Yearly performance

	2020	2021	2022	2023	2024	YTD
OP-Clean Water A	+5,16 %	+37,89 %	−18,01 %	+16,70 %	+17,81 %	+3,47 %
Benchmark	+6,53 %	+41,83 %	−16,33 %	+10,93 %	+12,18 %	+6,06 %

Key figures

	Volatility 12 m	vola 12m	Sharpe 12 m	Duration
OP-Clean Water A	17,39 %	-	-
Benchmark index	-	-	-

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.

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