OP-Finland Small Cap Fund

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Small, publicly traded companies have historically offered long-term investors the opportunity for Favourable returns, as growth in small companies can happen quickly. The OP-Finland Small Cap fund is a convenient way to invest in a broad range of domestic small and medium-sized companies that have growth potential.

Direct investments in small companies can seem challenging for an individual investor. The performance of smaller companies can fluctuate more than with their larger competitors, and there is often less information available about them. As a shareholder of the OP-Finland Small Cap fund, your investments are managed by an experienced portfolio management team that knows the Finnish corporate landscape and actively responds to market changes. As a major owner, we engage in direct dialogue with company management to gain additional information about the company's status and operations.

The OP-Finland Small Cap fund is a fitting choice for investors who are interested in the potential of small and medium-sized companies and have the patience to tolerate occasional stock price fluctuations. The fund's holdings are professionally diversified across a wide range of companies listed on Nasdaq Helsinki, which reduces the impact of risks caused by individual stocks.

Why invest in the OP-Finland Small Cap fund

Small companies have historically offered returns to patient investors
Your investments are managed by a portfolio management team with in-depth knowledge of the domestic stock market.
Broad diversification reduces the impact of risks associated with individual companies

OP-Finland Small Cap

morningstar™

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: Teemu Salonen
Benchmark index: Carnegie Small CXS Return Finland
Start date: 28.01.2002
ISIN: FI0008805403
fund serie: Accumulation unit
Fund size: 151 Meur
Serie value (03.12.): 551,95 EUR
Monthly review: Download
Key Information Document: Download
Rules: Download
Prospectus: Download

Accumulated profit (03.12)

	1mth	3mth	6mth	1 y	3 y p.a.	5 y p.a.
OP-Finland Small Cap A	−1,21 %	−2,01 %	−4,30 %	−0,13 %	−0,93 %	−1,23 %
Benchmark	−0,43 %	+0,18 %	+2,80 %	+9,76 %	+5,85 %	+4,69 %

Yearly performance

	2020	2021	2022	2023	2024	YTD
OP-Finland Small Cap A	+31,46 %	+22,17 %	−28,88 %	+2,77 %	−3,07 %	+0,87 %
Benchmark	+24,21 %	+25,09 %	−22,96 %	+6,55 %	+2,64 %	+11,58 %

Key figures

	Volatility 12 m	vola 12m	Sharpe 12 m	Duration
OP-Finland Small Cap A	15,63 %	-	-
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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