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
- Juuso Kenkkilä, Minna Laine, Kasper Niinimäki
- Benchmark index
- MSCI ACWI Screened Net Index
- Start date
- 23.04.2001
- ISIN
- FI4000592415
- Annual management fee
- 0,95 %
- fund serie
- Institutional accumulation unit III A
- Fund size
- 1268 Meur
- Serie value (09.03.)
- 339,45 EUR
- Monthly review
- Download
- Brochure
- Download
- Prospectus
- Download
Accumulated profit
| 1mth | 3mth | 6mth | 1 y | 3 y p.a. | 5 y p.a. | |
|---|---|---|---|---|---|---|
| OP-Equity Portfolio III A | −0,18 % | +0,43 % | - | - | - | - |
| Benchmark | −0,60 % | +0,52 % | - | - | - | - |
Yearly performance
| 2021 | 2022 | 2023 | 2024 | 2025 | YTD | |
|---|---|---|---|---|---|---|
| OP-Equity Portfolio III A | - | - | - | - | +0,46 % | +1,26 % |
| Benchmark | - | - | - | - | +0,76 % | +0,97 % |
Key figures
| Volatility 12 m | vola 12m | Sharpe 12 m | Duration | |
|---|---|---|---|---|
| OP-Equity Portfolio III A | - | - | - | |
| Benchmark index | - | - | - |