OP-US Corporate Bond Fund

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Bond yields from the world's largest corporate market. The OP-US Corporate Bond fund focuses on investment-grade bonds issued by companies mostly in the United States. The fund is especially suitable for investors who seek reasonable bond yields with moderate risks.

OP-US Corporate Bond is a long-term bond fund with broad diversification that offers a steady yield compared to the stock market. The fund's investments are selected by experienced portfolio managers who have access to the extensive data resources of OP Asset Management's bond investment team. The goal of active portfolio management is to achieve the best possible risk-return ratio and minimise defaults. The fund is fully hedged against currency risk.

The fund takes sustainability into account in its investment decisions. Industries that are deemed harmful to the environment and society, such as thermal coal and controversial weapons, are excluded from the fund. Companies selected to the fund are screened regularly to ensure compliance with appropriate tax practices and international norms related to anti-corruption, for example.

Why invest in the OP-US Corporate Bond fund

Fund focusing on investment-grade corporate bonds that offers reasonable expected yield with moderate risk
Your investments are managed by an experienced bond investment team
The fund takes into consideration companies' impact on the environment and society

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-US Corporate Bond

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: Martti Saarinen, Jenni Hämäläinen
Benchmark index: Bloomberg U.S. Corporate Bond Index (EUR Hedged)
Start date: 16.06.2015
ISIN: FI4000153648
fund serie: Accumulation unit
Fund size: 301 Meur
Serie value (13.06.): 136,83 EUR
Monthly review: Download
Key Information Document: Download
Rules: Download
Sustainability data: Download
Prospectus: Download

Accumulated profit (13.06)

	1mth	3mth	6mth	1 y	3 y p.a.	5 y p.a.
OP-US Corporate Bond A	+1,14 %	+0,30 %	+0,57 %	+2,40 %	+4,01 %	+1,34 %
Benchmark	+1,17 %	+0,42 %	+0,71 %	+2,55 %	+4,15 %	+1,48 %

Yearly performance

	2020	2021	2022	2023	2024	YTD
OP-US Corporate Bond A	+0,29 %	+6,27 %	−4,10 %	+5,38 %	+0,62 %	+1,75 %
Benchmark	+0,81 %	+6,47 %	−3,75 %	+5,80 %	+0,33 %	+1,89 %

Key figures

	Volatility 12 m	vola 12m	Sharpe 12 m	Duration
OP-US Corporate Bond A	5,41 %	-	-
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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