The OP-Fixed Income Portfolio fund is a medium-term bond fund that invests in fixed-income instruments issued by governments, public entities, and companies. The fund is suitable for investors seeking higher returns than money market funds with lower risk than long-term corporate bonds.
The fund is actively managed. It seeks an attractive ratio of return and risk particularly through an extensive selection of investments, including highly rated investment-grade bonds in the EEA and OECD countries, with additional returns sought from emerging markets and high-yield bonds with greater expected return. Risks are managed by focusing on short and medium-term bonds that are less sensitive to fluctuations in interest rates and credit risk pricing compared to long-term bonds. The fund's long-term investment style enables low trading volumes, which in turn ensures that costs remain low.
OP-Fixed Income Portfolio takes sustainability into account in its investment decisions. Companies deemed harmful to the environment and society, such as producers of thermal coal or controversial weapons, are excluded from investments. We also regularly screen investments to ensure compliance with international norms related to anti-corruption, for example.
The fund seeks considerably higher returns compared to money markets with lower risk compared to long-term corporate bonds
Achieve broad geographical and sector diversification
Sustainable approach – companies that are harmful to the environment or society are excluded from the fund
