OP-Sustainable World Fund

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The fund invests in responsible investment vehicles

Your sustainable route to international equity and bond markets – A special feature of the OP-Sustainable World fund is its ethical boundaries, which exclude a range of industries classified as controversial, from the tobacco industry to gambling and arms production. The fund is suitable for investors who value responsibility and seek favourable returns with moderate risk.

The OP-Sustainable World fund invests globally in both developed and emerging economies. About half of the fund's assets are invested in stocks, while the other half is allocated to bond markets, particularly European and US high-credit corporate bonds. The fund is actively managed by OP Asset Management's experienced portfolio management team, whose investment decisions are based on thorough company-specific analysis. Risks are managed by diversifying investments globally across multiple industries. Additionally, the combination of equities and bonds balances the portfolio in varying market situations.

Only companies that are among the best in their industry in terms of responsibility are selected for the OP-Sustainable World fund. This is assessed using hundreds of indicators related to the efficient use of natural resources, supporting biodiversity, and employee wellbeing, for example. We monitor the adherence to responsible practices through regular audits. The fund complies with the EU's Paris Climate Agreement and excludes, among others, coal producers from its investments.

Why invest in the OP-Sustainable World fund

The fund excludes companies that are seen as harmful to society or the environment
The combination of equity and bond investments bring balance to your portfolio
A professionally curated selection of responsibly operating companies with a single investment

OP-Sustainable 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: Kristiina Vares-Wartiovaara, Jukka Ukkonen, Martti Saarinen, Jenni Hämäläinen
Benchmark index: Bloomberg Euro Aggregate Corporate TR Index Value 50 %, MSCI ACWI Net Total Return Index 50 %
Start date: 20.09.2016
ISIN: FI4000210539
fund serie: Accumulation unit
Fund size: 227 Meur
Serie value (03.12.): 136,98 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 World A	−1,85 %	+2,51 %	+0,47 %	−4,97 %	+4,52 %	+4,21 %
Benchmark	−0,64 %	+3,72 %	+6,53 %	+4,60 %	+9,53 %	+6,35 %

Yearly performance

	2020	2021	2022	2023	2024	YTD
OP-Sustainable World A	−1,60 %	+15,59 %	−10,70 %	+10,18 %	+11,26 %	−3,70 %
Benchmark	+5,63 %	+12,57 %	−13,02 %	+13,19 %	+14,75 %	+5,68 %

Key figures

	Volatility 12 m	vola 12m	Sharpe 12 m	Duration
OP-Sustainable World A	7,43 %	-	-
Benchmark index	-	-	-

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