OP-Europe Small Cap Fund
The next European success stories can be found among the continent's thousands of small cap and mid cap listed companies. The OP-Europe Small Cap fund sets its sights on a broad business landscape with plenty of room for growth. The fund is best suited for profit-oriented investors with the patience to tolerate value fluctuations typical of the stock market.
Small companies are interesting targets for investors, as innovations or an emerging industry may lead to rapid increase in value. On the other hand, the valuation of small cap stocks may differ significantly from the market average, which highlights the need for professional portfolio management. OP-Europe Small Cap fund selects target companies based on large quantities of data and advanced analysis methods, allowing you to add a carefully selected group of companies with return potential to your portfolio. The fund's risks are managed through broad diversification, with investments in approximately 300 to 350 companies across Europe in several sectors.
OP-Europe Small Cap fund seeks reasonable 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.
Why invest in the OP-Europe Small Cap fund
- Room for growth – tomorrow's market leaders are found among today's small companies
- Continent-wide diversification provides balance to your portfolio
- Sustainability factors guide the fund’s investment decisions
The portfolio manager's review is available on the fund's Finnish pages.
Basic data
- Fund manager
- Tero Halme, Juha Asikainen
- Benchmark index
- MSCI Europe SMID Cap Net Return Index
- Start date
- 05.11.2015
- ISIN
- FI4000171251
- fund serie
- Accumulation unit
- Fund size
- 631 Meur
- Serie value (03.12.)
- 167,52 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-Europe Small Cap A | −0,65 % | +3,29 % | +3,30 % | +18,94 % | +13,65 % | +9,07 % |
| Benchmark | −0,52 % | +3,16 % | +3,68 % | +15,73 % | +10,92 % | +7,56 % |
Yearly performance
| 2020 | 2021 | 2022 | 2023 | 2024 | YTD | |
|---|---|---|---|---|---|---|
| OP-Europe Small Cap A | −2,74 % | +24,01 % | −21,21 % | +14,17 % | +11,88 % | +19,98 % |
| Benchmark | +4,40 % | +22,55 % | −20,71 % | +13,52 % | +7,77 % | +16,54 % |
Key figures
| Volatility 12 m | vola 12m | Sharpe 12 m | Duration | |
|---|---|---|---|---|
| OP-Europe Small Cap A | 15,24 % | - | - | |
| 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.
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