Kuva suomalaisesta metsästä

OP-Forest Owner Fund

 

Forests soothe the mind. For investors, forests also offer an excellent place to take a break from the hustle and bustle of international markets. The OP-Forest Owner fund offers access to the world of timber sales and a way to diversify your investments outside the stock market. 

OP-Forest Owner is the largest special common fund in Finland that focuses on forest assets. At the same time, it is one of the largest forest owners in the country, with a total of 130,000 hectares of forest. The fund's returns are generated from timber sales in particular. In addition, returns are sought from the refining of forest estates and zoning. Forest management and timber sales are handled by seasoned professionals, so you don’t have to have any experience in forest investments to become a unitholder. Please note that assets cannot be withdrawn from the fund on a daily basis. The fund's sell orders are executed twice a year and buy orders four times a year.  

 The fund's objective is to make sustainable investments that mitigate the impacts of climate change, protect biodiversity, and improve human wellbeing. In sustainable forest investments, tree growth outpaces logging, allowing the forest to expand as a carbon sink. Logging takes into consideration threatened species and marine conservation and leaves parts of the forest protected. Additionally, we make sure that forests are available to the public for recreation under the freedom to roam. 

 

Why invest in the OP-Forest Owner fund

  • A straightforward way to own Finnish forest – forest management and timber sales are handled by seasoned professionals 
  • Diversify your investments outside the stock market
  • Sustainable forest management – the fund seeks to mitigate the impacts of climate change and protect biodiversity 

The fund annually pays unitholders a dividend

 

2016​

2017​

2018​

2019​

2020​

2021​

2022​

2023​

2024 2025

eur​

1,82​

3,28​

1,92​

2,6​

2,29​

2,61​

2,19​

2,62​

1,87​

2,71

%​

1,6​

2,8​

1,6​

2,1​

1,77​

1,97​

1,53​

1,6​

1,05​

1,40

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

Basic data, performance and fact figures

Basic data

Fund manager
OP Real Estate Asset Management Ltd
Benchmark index
No benchmark index
Start date
08.12.2014
ISIN
FI4000108436
fund serie
Income unit
Fund size
596 Meur
Serie value (30.09.)
205,87 EUR
Monthly review
Download
Key Information Document
Download
Rules
Download
Sustainability data
Download
Prospectus
Download

Accumulated profit (30.09)

1mth 3mth 6mth 1 y 3 y p.a. 5 y p.a.
OP-Forest Owner B - +2,09 % +5,34 % +10,90 % +12,72 % +11,01 %
Benchmark - - - - - -

Yearly performance

2020 2021 2022 2023 2024 YTD
OP-Forest Owner B +4,55 % +10,19 % +15,89 % +10,67 % +9,77 % +7,96 %
Benchmark - - - - - -

Key figures

Volatility 12 m vola 12m Sharpe 12 m Duration
OP-Forest Owner B 1,56 % - -
Benchmark index - - -
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This is a marketing communication. OP Fund Management Company Ltd and OP Real Estate 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 Pohjola's 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 fund’s portfolio manager is OP Real Estate Asset Management Ltd, which is an alternative investment fund manager licensed by the Finnish Financial Supervisory Authority. 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. Before making an investment decision, take all the characteristics or objectives of the special common fund into consideration, as described in the fund prospectus for OP Pohjola funds and other documents related to the special common fund. Only make your investment decision after reading the special common mutual fund's Key Information Document, the funds prospectus, and the rules of the fund. These are available from your asset manager or at op.fi/all-funds. The main risks associated with the special common mutual funds can be found in the Key Information Document, and a more detailed list of risks is presented in the funds prospectus. A summary of investors' rights can be found at op.fi/ops-fund-publications. These documents 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 above instructions and restrictions.

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