OP-Equity Portfolio

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There are over 50,000 publicly listed companies in the world. International stock markets offer a staggering number of opportunities, but picking companies with long-term return potential from a sea of possibilities can be a challenging task. This is where the OP-Equity Portfolio Fund investment fund comes in. It invests globally in companies that offer good return potential, and it is a fitting choice for investors who accept the inherent value fluctuations of international stock markets.

The fund is actively managed and invests in a total of 200 to 300 stocks in both emerging and developed markets. Each stock must pass a careful screening by OP Asset Management that aims to ensure the company has enough growth potential and meets our sustainability criteria. As a unitholder, you benefit from OP Asset Management's expertise and extensive data resources. Our experienced portfolio management team responds to changes in global stock markets and makes all the investment decisions for you.

The fund seeks long-term returns, which requires identifying market risks and directing the fund's assets to companies that have future growth potential. To manage risk, companies deemed harmful to the environment or society, for example producers of thermal coal or controversial weapons, are excluded from the fund. We also regularly screen investments to ensure compliance with good governance, such as alignment with international tax practices and human rights norms.

Why invest in the OP-Equity Portfolio

Global diversification – access international stock markets with a single fund 
Investment decisions are made by an experienced portfolio management team 
Sustainability factors guide the fund’s investment decisions

OP-Equity Portfolio

5

morningstar™

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: Juuso Kenkkilä, Minna Laine, Kasper Niinimäki
Benchmark index: MSCI ACWI Screened Net Index
Start date: 23.04.2001
ISIN: FI0008804570
Annual management fee: 1,60 %
fund serie: Accumulation unit
Fund size: 1044 Meur
Serie value (03.12.): 336,75 EUR
Monthly review: Download
Brochure: Download
Rules: Download
Sustainability data: Download
Prospectus: Download

Accumulated profit

	1mth	3mth	6mth	1 y	3 y p.a.	5 y p.a.
OP-Equity Portfolio A	−1,15 %	+3,46 %	+5,21 %	+5,13 %	+9,53 %	+9,03 %
Benchmark	−0,34 %	+4,30 %	+6,47 %	+7,66 %	+12,40 %	+12,26 %

Yearly performance

	2020	2021	2022	2023	2024	YTD
OP-Equity Portfolio A	−2,04 %	+21,84 %	−8,83 %	+13,13 %	+13,60 %	+6,54 %
Benchmark	+2,75 %	+20,84 %	−8,00 %	+14,40 %	+14,81 %	+8,88 %

Key figures

	Volatility 12 m	vola 12m	Sharpe 12 m	Duration
OP-Equity Portfolio A	10,20 %	-	-
Benchmark index	9,99 %	-	-

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.