OP-Emerging Markets Equity Fund

 

Asian technology giants. Growth companies in Africa and Latin America. While emerging markets offer plenty of opportunities for returns, they may seem unpredictable and hard to approach for the ordinary investor. The OP-Emerging Markets Equity fund is an effortless choice for investors who want to benefit from growth expectations in emerging economies but prefer to leave the task of tracking markets to experienced professionals.

Beating the market is never easy, but it may be more likely in emerging markets that, in addition to creating success stories, suffer from inefficiencies. Our experienced portfolio managers seek out undervalued companies in emerging economies. Investment decisions are made using large amounts of data and advanced analysis methods that help assess how companies perform.

The fund takes sustainability factors into consideration. Industries that are harmful to the environment and society, such as thermal coal, gas, and controversial weapons, are excluded from investments. We also pay attention to the governance of target companies. This means that we regularly screen the fund's investments to ensure compliance with good governance, such as international norms related to anti-corruption and remuneration practices.

Why invest in the OP-Emerging Markets Equity fund

  • The fund invests in the most interesting companies in the emerging markets
  • Emerging markets offer an attractive addition to a professionally diversified portfolio
  • The fund is managed by an experienced portfolio management team

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
Tero Halme, Juha Asikainen
Benchmark index
MSCI Emerging Markets Total Return Net
Start date
17.11.2009
ISIN
FI4000006028
fund serie
Accumulation unit
Fund size
249 Meur
Serie value (15.05.)
177,00 EUR
Monthly review
Download
Key Information Document
Download
Rules
Download
Sustainability data
Download

Accumulated profit (15.05)

1mth 3mth 6mth 1 y 3 y p.a. 5 y p.a.
OP-Emerging Markets Equity A +11,83 % −0,67 % +5,01 % +4,39 % +6,21 % +6,37 %
Benchmark +11,29 % −1,31 % +2,95 % +7,58 % +5,57 % +7,33 %

Yearly performance

2020 2021 2022 2023 2024 YTD
OP-Emerging Markets Equity A +0,79 % +4,24 % −15,45 % +11,15 % +11,51 % +2,77 %
Benchmark +8,54 % +4,86 % −14,85 % +6,11 % +14,68 % +1,91 %

Key figures

Volatility 12 m vola 12m Sharpe 12 m Duration
OP-Emerging Markets Equity A 17,13 % - -
Benchmark index - - -

This is an advertisement. The funds are managed by OP Fund Management Company Ltd. The portfolio manager 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 is no guarantee of potential future yield. The larger the fund’s expenses, the greater the impact on the expected return on the investment. Any yield also depends on taxation, which in turn varies depending on the investor’s personal circumstances and is subject to future changes. If the fund is marketed outside Finland, OP Fund Management Company Ltd may decide to end such marketing. The information presented on this page does not fully describe all the fund’s characteristics.

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 fund. Only make your final investment decision after reading the fund prospectus for OP funds and the key investor information document and rules of the fund. These documents can be found on the web page of the respective fund. The fund prospectus and the summary of investors’ rights in mutual funds are available at op.fi in Finnish, Swedish and English.