OP-Europe Value Firm Fund

 

The OP-Europe Value Firm fund allows you to invest in European large and mid-cap companies that are affordably priced relative to their expected performance. The fund is suited for investors looking for fair returns and willing to accept moderate risks.

The fund is actively managed. As its unitholder, your investments are managed by an experienced portfolio management team that selects companies based on large amounts of data and advanced analysis methods. The fund invests exclusively in companies with a moderate valuation relative to profitability and historical performance. The fund's assets are diversified broadly in European stock markets to ensure that the risk associated with individual stocks remains moderate.

OP-Europe Value Firm 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 Value Firm fund

  • The fund invests exclusively in companies that are affordably valued relative to their expected performance
  • Extensive diversification in multiple sectors 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, performance and fact figures

Basic data

Fund manager
Tero Halme, Juha Asikainen
Benchmark index
MSCI Europe Value Net Return Index
Start date
29.05.2020
ISIN
FI4000439773
fund serie
Accumulation unit
Fund size
88 Meur
Serie value (03.12.)
202,58 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 Value Firm A +1,39 % +5,56 % +7,40 % +26,71 % +16,13 % +13,39 %
Benchmark +2,76 % +7,27 % +9,95 % +25,40 % +16,36 % +14,39 %

Yearly performance

2020 2021 2022 2023 2024 YTD
OP-Europe Value Firm A +8,87 % +23,39 % −6,77 % +17,78 % +8,00 % +27,18 %
Benchmark +9,83 % +21,82 % −1,08 % +15,60 % +11,18 % +26,19 %

Key figures

Volatility 12 m vola 12m Sharpe 12 m Duration
OP-Europe Value Firm A 15,35 % - -
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.