Ihminen pesee käsiä luonnossa

OP-Clean Water Fund

 

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

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

Basic data, performance and fact figures

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
320 Meur
Serie value (03.12.)
336,41 EUR
Monthly review
Download
Key Information Document
Download
Rules
Download
Sustainability data
Download
Prospectus
Download

Accumulated profit (03.12)

1mth 3mth 6mth 1 y 3 y p.a. 5 y p.a.
OP-Clean Water A −3,20 % +2,12 % +5,75 % −3,42 % +9,60 % +10,35 %
Benchmark +1,00 % +2,66 % +3,71 % −0,21 % +7,41 % +10,02 %

Yearly performance

2020 2021 2022 2023 2024 YTD
OP-Clean Water A +5,16 % +37,89 % −18,01 % +16,70 % +17,81 % +1,81 %
Benchmark +6,53 % +41,83 % −16,33 % +10,93 % +12,18 % +6,14 %

Key figures

Volatility 12 m vola 12m Sharpe 12 m Duration
OP-Clean Water A 17,46 % - -
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.
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 Pohjola's mutual 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 portfolio manager of OP Pohola's mutual funds is the portfolio management company specified in the fund prospectus for OP funds. 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. If the mutual fund is marketed outside Finland, OP Fund Management Company Ltd may decide to end such marketing. Before making an investment decision, take all the characteristics or objectives of the fund into consideration, as described in the fund prospectus for OP Pohjola funds and other documents related to the mutual fund. Only make your investment decision after reading the mutual fund's Key Information Document, the funds prospectus, and the rules of the fund. These are available from your asset manager or at op.fi/all-funds. The main risks associated with mutual funds can be found in the Key Information Document, and a more detailed list of risks is presented in the funds prospectus. A summary of investors' rights can be found at op.fi/ops-fund-publications. These documents 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 instructions and restrictions above.

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