Jäätikköä

OP-Climate Fund

 

Climate change is the defining challenge of our time, reshaping our environment and disrupting the foundations of the global economy. Yet, it also presents a compelling opportunity for investors. The demand for technologies and solutions that address climate change is growing rapidly, and the most effective innovations are gaining a competitive advantage. The OP-Climate fund offers you the opportunity to invest in companies around the world that are actively combating global warming and its effects.

The fund's assets are allocated to global stock markets both in emerging and developed economies. Investment targets include companies that produce energy-saving technology, renewable energy sources, or solutions for water management and recycling, for example. OP-Climate is an actively managed fund: an experienced portfolio management team responds to market changes and makes all the investment decisions on your behalf. Focusing on stocks raises the fund’s return potential but also exposes it to the volatility of the stock market. Therefore, the fund is best suited for investors who can tolerate the ups and downs typical of stock investments.

OP-Climate aims for attractive long-term returns. Therefore, only companies prepared for a changing world are included in the fund. All the fund's equity investments are sustainable. The fund also follows the EU's Paris Climate Agreement and excludes companies such as coal producers from its investments. Additionally, we regularly screen investment targets to ensure they are managed according to good governance practices. This means, for example, complying with international anti-corruption norms.

Why invest in the OP-Climate fund

  • Major challenge, major opportunity – there is global demand for solutions that mitigate climate change
  • Professional asset management – our experienced portfolio management team actively responds to market changes
  • Responsible investing – all the fund's equity 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.

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
MSCI World Climate Paris Aligned Net Index
Start date
07.04.1997
ISIN
FI0008805254
fund serie
Accumulation unit
Fund size
786 Meur
Serie value (07.11.)
87,11 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-Climate A +6,21 % +14,44 % +37,64 % +24,92 % +16,91 % +13,79 %
Benchmark +0,65 % +6,36 % +15,44 % +6,35 % +15,39 % +17,04 %

Yearly performance

2020 2021 2022 2023 2024 YTD
OP-Climate A +28,35 % +27,51 % −20,32 % +6,96 % +22,17 % +27,47 %
Benchmark +79,64 % +31,12 % −16,43 % +21,08 % +26,00 % +3,86 %

Key figures

Volatility 12 m vola 12m Sharpe 12 m Duration
OP-Climate A 20,01 % - -
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’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’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 funds and other documents related to the mutual fund. Please refer to the fund’s Key Information Document, the fund prospectus and rules before making any final investment decision. The main risks associated with mutual 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 mutual funds are available from the Asset Manager and website. The fund prospectus and the summary of investors' rights in mutual funds are available on OP's 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 instructions and restrictions above.

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