OP-Equity Portfolio III A
There are over 50,000 publicly listed companies in the world. International stock markets offer a staggering number of opportunities, but picking companies with long-term return potential from a sea of possibilities can be a challenging task. This is where the OP-Equity Portfolio investment fund comes in. It invests globally in companies that offer good return potential, and it is a fitting choice for investors who accept the inherent value fluctuations of international stock markets.
The fund is actively managed and invests in a total of 200 to 300 stocks in both emerging and developed markets. Each stock must pass a careful screening by OP Asset Management that aims to ensure the company has enough growth potential and meets our sustainability criteria. As a unitholder, you benefit from OP Asset Management's expertise and extensive data resources. Our experienced portfolio management team responds to changes in global stock markets and makes all the investment decisions for you.
The fund seeks long-term returns, which requires identifying market risks and directing the fund's assets to companies that have future growth potential. To manage risk, companies deemed harmful to the environment or society, for example producers of thermal coal or controversial weapons, are excluded from the fund. We also regularly screen investments to ensure compliance with good governance, such as alignment with international tax practices and human rights norms.
Why invest in the OP-Equity Portfolio fund
- Global diversification – access international stock markets with a single fund
- Investment decisions are made by an experienced portfolio management team
- Sustainability factors guide the fund’s investment decisions
The portfolio manager's review is available on the fund's Finnish pages.
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
- 1044 Meur
- Serie value (03.12.)
- 336,91 EUR
- Monthly review
- Download
- Brochure
- Download
- Prospectus
- Download
Accumulated profit
| 1mth | 3mth | 6mth | 1 y | 3 y p.a. | 5 y p.a. | |
|---|---|---|---|---|---|---|
| OP-Osakesalkku III A | - | - | - | - | - | - |
| Benchmark | - | - | - | - | - | - |
Yearly performance
| 2020 | 2021 | 2022 | 2023 | 2024 | YTD | |
|---|---|---|---|---|---|---|
| OP-Osakesalkku III A | - | - | - | - | - | +0,96 % |
| Benchmark | - | - | - | - | - | +0,60 % |
Key figures
| Volatility 12 m | vola 12m | Sharpe 12 m | Duration | |
|---|---|---|---|---|
| OP-Osakesalkku III A | - | - | - | |
| Benchmark index | - | - | - |