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
- Kristiina Vares-Wartiovaara,Jukka Ukkonen
- Benchmark index
- MSCI World Climate Paris Aligned PAB Net Index
- Start date
- 07.04.1997
- ISIN
- FI0008805254
- Annual management fee
- 1,80 %
- fund serie
- Accumulation unit
- Fund size
- 740 Meur
- Serie value (12.12.)
- 84,33 EUR
- Monthly review
- Download
- Brochure
- Download
- Rules
- Download
- Sustainability data
- Download
- Prospectus
- Download
Accumulated profit
| 1mth | 3mth | 6mth | 1 y | 3 y p.a. | 5 y p.a. | |
|---|---|---|---|---|---|---|
| OP-Climate A | −3,99 % | +8,94 % | +21,42 % | +20,78 % | +15,42 % | +11,60 % |
| Benchmark | −1,16 % | +3,85 % | +9,91 % | +1,83 % | +17,60 % | +18,15 % |
Yearly performance
| 2020 | 2021 | 2022 | 2023 | 2024 | YTD | |
|---|---|---|---|---|---|---|
| OP-Climate A | +28,35 % | +27,51 % | −20,32 % | +6,96 % | +22,17 % | +23,40 % |
| Benchmark | +79,64 % | +31,12 % | −16,43 % | +21,08 % | +26,00 % | +4,32 % |
Key figures
| Volatility 12 m | vola 12m | Sharpe 12 m | Duration | |
|---|---|---|---|---|
| OP-Climate A | 20,40 % | - | - | |
| Benchmark index | 16,27 % | - | - |