OP-Finland Index Fund

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Growth close to home. The OP-Finland Index fund focuses on the largest companies listed on Nasdaq Helsinki. The fund offers a cost-effective way to complement actively managed stock and fixed income funds.

In an index fund, the fund's assets are invested to track the performance of a given group of stocks, or market index. The OP-Finland Index fund tracks the OMX Helsinki Benchmark CAP GI index and invests its assets in about 50 companies listed on Nasdaq Helsinki. Index funds are a form of passive investment, which means that the portfolio manager does not select stocks independently but instead tracks the movements of the selected index. Dividends from stocks are automatically reinvested into the fund. When investing in a specific geographical area, it is good to consider the risks associated with a single market. You can reduce their impact by investing simultaneously in several index funds.

OP Asset Management has solid experience in the efficient implementation of index funds. Practical arrangements related to the OP-Finland Index fund are handled by a professional portfolio management team, and the fund tracks the benchmark index very closely. We also use a pricing system that protects your investment from costs incurred by significant buy or sell orders placed by other unit holders.

Why invest in the OP-Finland Index fund

Cost-effective way to invest in the largest companies on Nasdaq Helsinki
Achieve broad diversification with a single product
Professionally managed fund that tracks its target index very closely

OP-Finland Index

ESG

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: OP Asset Management Ltd
Benchmark index: OMX Helsinki Benchmark Cap GI
Start date: 15.06.2018
ISIN: FI4000315692
Annual management fee: 0,39 %
fund serie: Accumulation unit
Fund size: 590 Meur
Serie value (03.12.): 162,60 EUR
Monthly review: Download
Brochure: Download
Rules: Download
Prospectus: Download

Accumulated profit

	1mth	3mth	6mth	1 y	3 y p.a.	5 y p.a.
OP-Finland Index A	−0,43 %	+10,57 %	+14,69 %	+27,86 %	+8,19 %	+7,28 %
Benchmark	−0,36 %	+10,84 %	+15,11 %	+28,61 %	+9,53 %	+9,03 %

Yearly performance

	2020	2021	2022	2023	2024	YTD
OP-Finland Index A	+12,04 %	+23,46 %	−13,68 %	−0,84 %	+1,64 %	+30,42 %
Benchmark	+12,33 %	+24,09 %	−13,58 %	−0,29 %	+2,02 %	+31,13 %

Key figures

	Volatility 12 m	vola 12m	Sharpe 12 m	Duration
OP-Finland Index A	14,23 %	-	-
Benchmark index	14,56 %	-	-

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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