OP-Finland Small Cap Fund
Small cap listed companies have historically yielded a higher return on investment in the long term compared to large companies. OP-Finland Small Cap offers a convenient way to expand your portfolio with a diverse group of Finnish small cap and mid cap companies that have the potential to grow to become one the largest players in their industry.
Investing directly in small companies may be challenging due to their higher fluctuation in terms of performance and because there is often less information about their business compared to larger competitors. As an investor of the OP-Finland Small Cap fund, your investment is managed by an experienced portfolio management team that is familiar with the Finnish business landscape and able to respond actively to market changes. As a major owner, we are engaged in dialogue directly with the management of target companies.
The fund's assets are diversified in a professionally selected group of companies listed on Nasdaq Helsinki. This protects your investment against fluctuations in value and market risks associated with smaller companies. OP-Finland Small Cap is an excellent choice for investors who seek attractive returns and have the patience to tolerate significant price fluctuations on the path towards growth.
Why invest in the OP-Finland Small Cap fund
- Small-cap companies have historically offered attractive returns for patient investors.
- Your investment is managed by an experienced portfolio management team that knows the Finnish stock market
- Professional diversification protects against market risks
|
Subscription fee |
Annual management fee |
Redemption fee |
|---|---|---|
| 0,00 % | 2,00 % | 0,75 % |
Owner-customer can buy and sell the fund’s units without charges. Agreements under a systematic investment plan are not subject to subscription fees. Fund units generate OP bonuses.
OP-Finland Small Firm (Fund) is an equity fund which mainly invests its assets in equities of listed SMEs in the Finnish equity market. The Fund may also invest a maximum of a quarter of its value in the equities of small and mid-cap companies in the rest of the Western European equity market.
The Fund mainly invests directly in equities. The Fund may use derivative instruments in order to hedge against adverse market movements, to replace direct investments and to otherwise promote effective portfolio management.
The Fund diversifies its equity investments across various companies. The Fund typically invests in equities of about 30–50 companies but this number may vary depending on the portfolio manager’s view.
The Fund’s benchmark is Carnegie Small CXS Return Finland (EUR). With active investing, the Fund seeks to outperform its benchmark index in the long term. The Fund mainly takes notable active risk and it may differ significantly from the composition, weights and risk level of the benchmark index.
In its investment decisions, the Fund focuses on the portfolio manager’s view of individual companies, weightings between different sectors and between value and growth shares.
The portfolio manager's review is available on the fund's Finnish pages.
Basic data
- Fund manager
- Teemu Salonen
- Benchmark index
- Carnegie Small CXS Return Finland (EUR)
- Start date
- 28.01.2002
- ISIN
- FI0008805403
- fund serie
- Accumulation unit
- Fund size
- 180 Meur
- Serie value (20.03.)
- 578,86 EUR
- Monthly review
- Download
- Key Information Document
- Download
- Rules
- Download
Accumulated profit (20.03)
| 1mth | 3mth | 6mth | 1 y | 3 y p.a. | 5 y p.a. | |
|---|---|---|---|---|---|---|
| OP-Finland Small Cap A | −1,78 % | +7,83 % | −3,23 % | +1,97 % | −4,66 % | +10,51 % |
| Benchmark | +0,49 % | +10,99 % | +2,77 % | +12,89 % | +1,27 % | +14,30 % |
Yearly performance
| 2020 | 2021 | 2022 | 2023 | 2024 | YTD | |
|---|---|---|---|---|---|---|
| OP-Finland Small Cap A | +31,46 % | +22,17 % | −28,88 % | +2,77 % | −3,07 % | +5,79 % |
| Benchmark | +24,21 % | +25,09 % | −22,96 % | +6,55 % | +2,64 % | +9,88 % |
Key figures
| Volatility 12 m | vola 12m | Sharpe 12 m | Duration | |
|---|---|---|---|---|
| OP-Finland Small Cap A | 14,46 % | - | - | |
| Benchmark index | - | - | - |
As our owner-customer, saving and investing is especially worthwhile thanks to the excellent benefits you receive.
Your benefits when investing in funds:
- Buy and sell almost all OP mutual funds with no fees.*
- You earn 0.35% OP bonuses from mutual fund and insurance assets.**
Your benefits when investing through insurance:
- Begin saving through insurance free of charge.
- You will earn 0.35% of OP bonuses from funds linked to insurance assets.***
- Switch between investments, invest additional funds and change your payment and investment plan for OP Unit-linked Insurance and OP Capital Redemption Contract free of charge in our digital services.
**OP bonuses are used to pay the bank’s service charges and insurance premiums.
***You earn OP bonuses from unit-linked insurance policies, excluding individual unit-linked insurance policies and Individual Capital Redemption Contracts. The principles of contribution towards OP bonuses from funds linked to insurance assets will be harmonised with direct investments. As of 1 January 2025, the following funds linked to insurance assets will no longer contribute towards OP bonuses: third-party funds such as JP Morgan funds, structured loans and institutional class funds such as OP-World III A.
Your benefits in equity and ETF investing:
- Open an equity savings account or book-entry account free of charge.
- You get a discount on equity trading and a 1% fee ceiling when trading in Finnish listed companies through a book-entry account The discounts apply in digital services.
- Get access to free stock picks and analysis.
- Get a discount on the service packages for savers and investors:
Equity savings account:
Saver: €0/month (normally €2.99/month)
Investor: €9.99/month (normally €14.99/month)
Book-entry account:
Saver: €0/month (normally €2.99/month)
Investor: €0/month (normally €5.39/month)
Other benefits:
- Only owner-customers can invest in Profit Shares.
Remember to make use of all benefits:
*Standard fees are charged for the following special common funds: OP-Public Services Real Estate, OP-Forest Owner, OP-Rental Yield, OP-Alternative Portfolio and OP-Private Equity.
Income unit generating annual cash flow, suitable for foundations
The fund’s unit class III A with a minimum subscription of 1 000,000 euros
The fund’s unit class IV A with a minimum subscription of 10,000,000 euros
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.