OP-Private Strategy 25 Fund

The OP-Private Strategy 25 Fund is a wealth management solution tailored to our Private clients who are looking for reasonable returns with moderate risk. It invests globally in bond and stock markets, with the majority of funds allocated to bond investments that bring stability to the portfolio. Additionally, the fund can invest in alternative assets such as infrastructure, corporate finance, and hedge funds.

The fund is actively managed. As a unitholder, your investments are overseen by OP Asset Management's experienced portfolio management team. Typically, about 65 per cent of investments are made in the bond markets, 25 per cent in stocks, and 10 per cent in alternative assets. Bonds create a low-risk foundation for the fund, while stocks and alternative investments, being higher-risk assets, increase return expectations. Investments are primarily made through other funds, which further enhances the fund's already comprehensive diversification.

The OP-Private Strategy 25 fund focuses on sectors with long-term return opportunities. Therefore, companies classified as harmful to the environment or society, such as producers of thermal coal or controversial weapons, are excluded from investments. We also screen our target companies regularly to ensure compliance with good governance, such as international norms related to taxation and anti-corruption.

Why invest in the OP-Private Strategy 25 fund

A suitable choice for our Private clients aiming for reasonable returns with moderate risk
Investments are managed by OP Asset Management's skilled portfolio management team
Companies deemed harmful to the environment or society are excluded from the fund

OP-Private Strategy 25

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: Lauri Tynys
Benchmark index: Yhdistelmäindeksi, katso tarkemmat tiedot Rahastoesitteestä.
Start date: 12.05.2015
ISIN: FI4000120654
fund serie: Accumulation unit
Fund size: 875 Meur
Serie value (03.12.): 166,99 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-Private Strategy 25 A	−0,26 %	+2,62 %	+4,28 %	+2,47 %	+5,25 %	+2,48 %
Benchmark	−0,33 %	+2,44 %	+3,78 %	+3,40 %	+6,32 %	+2,67 %

Yearly performance

	2020	2021	2022	2023	2024	YTD
OP-Private Strategy 25 A	+1,55 %	+5,81 %	−12,04 %	+8,05 %	+7,41 %	+3,84 %
Benchmark	+5,44 %	+5,27 %	−13,92 %	+10,19 %	+8,43 %	+4,48 %

Key figures

	Volatility 12 m	vola 12m	Sharpe 12 m	Duration
OP-Private Strategy 25 A	4,31 %	-	-
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 Pohjola's 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 fund’s portfolio manager is OP Asset Management Ltd, which is an alternative investment fund manager licensed by the Finnish Financial Supervisory Authority. 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. Before making an investment decision, take all the characteristics or objectives of the special common fund into consideration, as described in the fund prospectus for OP Pohjola funds and other documents related to the special common fund. Only make your investment decision after reading the special common 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 the special common 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 above instructions and restrictions.

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