OP-Tactical Portfolio Fund

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The defining feature of the OP-Tactical Portfolio Fund is that its investments in the stock and bond markets are strongly adjusted to match the prevailing economic landscape. The fund is suitable for an investor who tolerates moderate value fluctuations and wants to benefit from market changes but prefers to leave individual investment decisions to professionals.

Markets always offer opportunities, but taking advantage of them requires expertise, vision, and timing. OP-Tactical Portfolio is an actively managed fund whose investments are managed by OP Asset Management's experienced portfolio management team. In a default setting, about 75 percent of the fund's assets are in stocks and the rest in fixed-income products, but the ratio can be significantly altered. When the stock market flourishes, the fund emphasizes equity holdings. In a downturn, portfolio managers aim to protect your investments by increasing the proportion of bonds.

The OP Tactical Portfolio Investment fund offers a straightforward route to the world of active equity and bond investing. The fund's investments are mainly implemented through other funds, allowing you to achieve global diversification across multiple sectors.

Why invest in the OP-Tactical Portfolio fund

  • A suitable choice for a demanding investor who values active responses to market changes

  • Leverage the extensive resources and deep expertise of the fund’s portfolio management team

  • Global diversification in equity and bond markets with a single fund

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-Tactical Portfolio

+6,63 %

year

(3)

Risk class
5

morningstar™
-

ESG

The portfolio manager's review is available on the fund's Finnish pages.

Basic data, performance and fact figures

Basic data

Fund manager
Ville Pekkala
Benchmark index
Composite benchmark, see the fund Prospectus for details.
Start date
23.04.2001
ISIN
FI0008804570
fund serie
Accumulation unit
Fund size
231 Meur
Serie value (17.07.)
323,89 EUR
Monthly review
Download
Key Information Document
Download
Rules
Download
Prospectus
Download

Accumulated profit (17.07)

1mth 3mth 6mth 1 y 3 y p.a. 5 y p.a.
OP-Tactical Portfolio A +1,90 % +9,25 % +0,34 % +6,63 % +9,66 % +9,19 %
Benchmark +1,83 % +9,35 % +1,17 % +7,44 % +10,66 % +10,01 %

Yearly performance

2020 2021 2022 2023 2024 YTD
OP-Tactical Portfolio A −2,04 % +21,84 % −8,83 % +13,13 % +13,60 % +2,47 %
Benchmark +2,75 % +20,84 % −8,00 % +14,40 % +14,81 % +3,37 %

Key figures

Volatility 12 m vola 12m Sharpe 12 m Duration
OP-Tactical Portfolio A 10,51 % - -
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’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.

This material is a translation. If there are any discrepancies between the translation and the original Finnish material, the Finnish material shall prevail.