OP-Low-carbon World Fund

While fossil fuels won’t be phased out tomorrow, building a business based on them is a significant risk as emission reduction targets become more common due to climate change. The carbon footprint of the OP-Low Carbon World fund is less than half that of the general world index. The fund is intended for investors who seek attractive return potential, are prepared for the risks associated with the stock market and want to exclude fossil fuels from their investment portfolio.

The fund is actively managed. The investment decisions are made by OP Asset Management's experienced portfolio management team, whose stock selections are based on comprehensive company-specific analysis. The fund's investment universe is very broad, as it can invest in companies of various sizes across multiple industries worldwide. This way, your portfolio will be efficiently diversified with a range of companies that are well-positioned as legislation or market mechanisms steer towards low emissions.

OP-Low Carbon World does not invest in companies that deal in fossil fuel. The fund also excludes companies considered harmful to society, such as manufacturers of controversial weapons or tobacco products. Attention is also paid to how the fund's companies are managed. We regularly scrutinize investment targets to examine how companies adhere to international practices related to, for example, taxation or anti-corruption activities.

Why invest in the OP-Low-carbon World fund

A straightforward way to add companies to your portfolio whose operations are not based on fossil fuels
Global diversification across companies of various sizes in multiple industries provides balance to your portfolio
Benefit from the expertise and extensive information resources of an experienced portfolio management team

Information about the fund

The performance is presented for the unit class A of the fund and is based on data from OP Fund Management Company Ltd. Recurring expenses have been deducted from the return presented. Potential subscription and redemption fees have been excluded from the calculations. Please note that past performance does not predict future returns.

OP-Low-carbon World

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: Jukka Ukkonen, Kristiina Vares-Wartiovaara
Benchmark index: MSCI Acwi Low Carbon Leaders Net USD
Start date: 22.04.2015
ISIN: FI4000148226
fund serie: Accumulation unit
Fund size: 123 Meur
Serie value (08.07.): 178,19 EUR
Monthly review: Download
Key Information Document: Download
Rules: Download
Sustainability data: Download
Prospectus: Download

Accumulated profit (07.07)

	1mth	3mth	6mth	1 y	3 y p.a.	5 y p.a.
OP-Low-carbon World A	−1,66 %	+11,69 %	−7,61 %	+1,92 %	+8,02 %	+9,50 %
Benchmark	+0,14 %	+15,05 %	−3,49 %	+5,39 %	+11,07 %	+12,20 %

Yearly performance

	2020	2021	2022	2023	2024	YTD
OP-Low-carbon World A	+1,80 %	+29,43 %	−13,07 %	+20,07 %	+16,16 %	−6,79 %
Benchmark	+6,86 %	+27,71 %	−13,00 %	+17,62 %	+25,74 %	−2,71 %

Key figures

	Volatility 12 m	vola 12m	Sharpe 12 m	Duration
OP-Low-carbon World A	15,68 %	-	-
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.

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OP’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’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 funds and other documents related to the mutual fund. Please refer to the fund’s Key Information Document, the fund prospectus and rules before making any final investment decision. The main risks associated with mutual funds can be found in the Key Information Document, and a more detailed list of risks in the fund prospectus. The Key Information Documents and rules for mutual funds are available from the Asset Manager and website. The fund prospectus and the summary of investors' rights in mutual funds are available on OP's website. The above materials 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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