OP-Sustainable Corporate Bond mutual fund
The OP-Sustainable Corporate Bond fund focuses on bonds from companies that promote the achievement of global climate goals or the UN Sustainable Development Goals. The fund is especially suitable for investors who appreciate quality and seek reasonable returns at a low risk.
OP-Sustainable Corporate Bond is a long-term bond fund that focuses on European companies with a high credit rating. Additional returns and diversification are sought from European high yield bonds with high expected returns and from the US fixed income market. The fund strives to have a positive impact on the climate and to increase wellbeing. Suitable investment targets for the fund include companies with a focus on energy efficiency, the reduction of vehicle emissions, or healthcare. The fund is actively managed, meaning you will benefit from extensive diversification and the expertise and insight of an experienced portfolio management team.
OP-Sustainable Corporate Bond fund takes sustainability into account in its investment decisions. Companies deemed harmful to the environment and society, for example 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 remuneration.
The fund can be subscribed to by clients of OP Asset Management.
Why invest in the OP-Sustainable Corporate Bond fund?
- Responsible path to the European fixed income market
- Reasonable return potential with low interest risk
- Investment decisions are made by an experienced fixed income portfolio management team
The portfolio manager's review is available on the fund's Finnish pages.
Basic data
- Fund manager
- Martti Saarinen, Jenni Hämäläinen
- Benchmark index
- MSCI EUR IG Climate Paris Aligned PAB CorpBond Ind
- Start date
- 21.05.2024
- ISIN
- FI4000570809
- fund serie
- Accumulation unit
- Fund size
- 510 Meur
- Serie value (03.12.)
- 106,76 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-Sustainable Corporate Bond A | −0,14 % | +0,80 % | +1,32 % | +1,98 % | - | - |
| Benchmark | −0,13 % | +0,98 % | +1,51 % | +2,53 % | - | - |
Yearly performance
| 2020 | 2021 | 2022 | 2023 | 2024 | YTD | |
|---|---|---|---|---|---|---|
| OP-Sustainable Corporate Bond A | - | - | - | - | +3,99 % | +2,66 % |
| Benchmark | - | - | - | - | +4,68 % | +3,21 % |
Key figures
| Volatility 12 m | vola 12m | Sharpe 12 m | Duration | |
|---|---|---|---|---|
| OP-Sustainable Corporate Bond A | 2,48 % | - | - | |
| 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.
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