Jäätikköä

OP-Climate

Invest in the curbing of climate change
1

Global climate goals improve the fund’s return potential

The tightening regulation of greenhouse gas emissions and governments’ carbon neutral objectives increase demand for the products and services selected in the fund. 

2

By investing you influence the prevention of climate change

OP-Climate invests in companies whose products and services prevent the progress of climate change and whose business benefits from combating climate change.

3

Equity market returns through socially responsible investing

This fund is suited to customers who seek to invest globally both in developed and emerging equity markets and in companies whose products and services play a key role in preventing climate change.

OP-Climate invests in companies playing a key role in preventing climate change

Preventing climate change is a lucrative business to many companies. OP-Climate invests in companies whose products and services relating to climate change account for a significant part of their business. The companies selected may, for example, develop or supply energy-saving technologies, renewable energy sources or solutions for water and waste management or recycling.

The companies included in OP-Climate are in a good position and benefit from the fight against climate change, as they develop products and services for curbing climate change. These companies’ demand will grow in the future, when regulation for greenhouse gas emissions tightens and governments set carbon neutral emission goals to prevent climate change. 

Why does it pay to invest in OP-Climate?

  • This fund is suited to investors wishing to invest in companies whose products and services help prevent the progress of climate change. 
  • You will direct funding to companies that contribute to the solving of climate change-related issues. 
  • This fund is suited to investors seeking high returns, as it invests globally in both developed and emerging markets.

OP-Climate is intended for long-term investing. It is recommended to investors who intend to redeem their units after seven years at the earliest.

As our owner-customer, you can buy, sell and switch OP-Climate fund units at no charge.

OP-Ilmasto

Online fees and charges

Subscription fee Annual management fee Redemption fee
0,75 % 1,80 % 0,75 %

Agreements under a systematic investment plan are not subject to subscription fees. Fund units generate OP bonuses.

Read the portfolio manager's review on the fund's Finnish pages.

OP-Climate is an equity fund which invests its assets broadly in the global stock market. Investments may be made in both developed and emerging equity markets, but the investments are typically somewhat tilted towards Europe and the United States.

In the Fund’s investment activities, the principles of sustainable development are taken into account with a particular emphasis on environmental issues. The fund’s assets are primarily invested in sectors where climate change and preparation for it are expected to have the largest positive impact. The fund’s portfolio companies are typically businesswise positioned for combating global warming, and their business is related to for example energy efficiency and technology, recycling, water and waste management and related infrastructure.

The fund's investments are primarily made through direct equity investments. The fund may use derivatives instruments in its investment activities to hedge against market fluctuations, to replace direct investments and to otherwise promote efficient portfolio management.

The fund’s assets are diversified in the shares of many companies. Typically the fund invests its assets in the shares of about 50-80 companies, but this number may vary reflecting the views taken by the portfolio manager.

The Fund’s equity exposure may vary so that a minimum of 75% and a maximum of 100% of the Fund’s NAV is invested in the equity markets. Typically the equity weight ranges between 90–100 %.

The Fund's benchmark is the MSCI Global Environment Net Return Index USD. With active investing, the Fund seeks to outperform its benchmark index in the long term. The Fund mainly takes notable active risk and it may differ significantly from the composition, weights and risk level of the benchmark index.

Read more about fund’s responsibility on the fund’s Finnish pages.

More details Basic data, performance and fact figures

Basic data

Fund manager
Jukka Ukkonen, Tero Halme
Benchmark index
No benchmark index
Start date
07.04.1997
ISIN
FI0008805254
fund serie
Accumulation unit
Fund size
157 Meur
Serie value (28.05.)
37,87 EUR
Monthly review
Download
Rules
Download
Brochure
Download

Accumulated profit (28.05)

1mth 3mth 6mth 1 y 3 y p.a. 5 y p.a.
OP-Climate A +2,13 % -3,52 % -4,27 % +6,05 % +1,38 % +2,47 %
Benchmark - - - - - -

Yearly performance

2015 2016 2017 2018 2019 YTD
OP-Climate A +8,11 % +10,01 % +8,31 % -10,32 % +20,85 % -5,58 %
Benchmark - - - - - -

Key figures

Volatility 12 m vola 12m Sharpe 12 m
OP-Climate A 25,44 % 0,25
Benchmark index - -

Owner-customer benefits

  • As an owner-customer you can sell, buy and trade nearly all our mutual funds (savers’ funds, socially responsible funds, and equity and bond funds) without fees.
  • As an owner-customer, you can also invest in funds by saving through insurance. OP Unit-linked Insurance and OP Savings Agreement are insurance savings products intended for owner-customers that offer an effortless and flexible means for long-term saving. Switching between investment instruments and transferring funds to insurance savings is free of charge.
  • Owner-customers have automatic access to the second fee level on the stock brokerage fee list, in which the brokerage fee is 0.17% (min. 7 euros), while the fee at the first fee level is 0.2% (min. 9 euros).

OP bonuses

In addition to OP bonuses earned through saving and investment, owner-customer earn bonuses from

  • loans
  • funds in accounts
  • purchases you have paid with the OP-Visa credit
  • insurance premiums for home, family and motor vehicle policies.

OP bonuses are used for the bank’s service charges and insurance premiums.

 

OP Fund Management Company Ltd manages OP mutual funds.