Your sustainable route to international stock and bond markets. A special feature of the OP-Sustainable World balanced fund is its ethical principles, which are used to exclude many controversial industries, from tobacco to gambling and weapons manufacturing. The fund is especially suitable for investors who appreciate sustainability and seek reasonable returns with moderate risks.
The fund invests globally in both developed and emerging economies. About half of the fund's assets is in stocks while the other half is invested in bond markets, particularly investment grade corporate bonds in Europe and the United States. OP Asset Management's experienced portfolio management team bases all investment decisions on extensive company-specific analyses. An attractive ratio of risk and expected return is one of the main selection criteria. Risks are also managed by diversifying the fund's investments globally across several sectors. In addition, the combination of stocks and debt instruments balances the fund in different market conditions.
Only companies that are among the best in their sector in terms of sustainability are selected for the OP-Sustainable World fund. Eligibility is assessed using hundreds of metrics related to the conservation of natural resources, promotion of biodiversity, and employee wellbeing, among others. We monitor compliance with sustainable practices by regularly screening our investments, and as an active owner we engage in dialogue with companies that violate norms. If necessary, we will divest the fund from companies that continue to act in violation of our values.
