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OP-Finland

Invest in Finnish companies
1

Single investment leads you to the most intriguing Finnish companies

OP-Finland picks the most interesting companies with the most attractive return potential in its portfolio, irrespective of their size.

2

Local portfolio manager knows the Finnish market

In charge of the fund, OP Wealth Management boasts a long and solid experience in investing in the Finnish equity market.

3

Owner-customer benefits

As an owner-customer, fund subscriptions are free of charge and you earn OP bonuses.

Most tempting Finnish firms

OP-Finland is an equity fund which invests its assets mainly in the equities of companies in the Finnish equity market whose return potential consists of dividends and value performance.

Investments are diversified across 30–50 Finnish companies which, with regard to their potential, are inexpensive in terms of market capitalisation, structural winners or attractive dividend payers. You can see the biggest investees in the fund's monthly report found in Documents and additional information on this page.

Portfolio manager knows the Finnish market

When investing in Finnish equities, the investor can securely rely on OP Wealth Management's long-standing experience in investing the Finnish equity market. The fund's portfolio manager ensures that the portfolio contains the most interesting Finnish companies with the most attractive return potential.

Finnish listed companies are usually likely to pay handsome dividends, and a long-term fund investor will not pay taxes on them until profits are cashed in. Through a diversified fund, your are highly likely to own shares in some of the highest risers on each trading day.

OP-Finland

Online fees and charges

Subscription fee

Annual management fee

Redemption fee

0,00 % 1,60 % 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-Finland is an equity fund which invests its assets mainly in the equities of companies in the Finnish equity market whose return potential consists of dividends and value performance. With regard to their potential, the investment vehicles are inexpensive in terms of valuation, structural winners and/or pay attractive dividends.

The Fund mainly invests directly in equities. The Fund may use derivative instruments in order to hedge against adverse market movements, to replace direct investments and to otherwise promote effective portfolio management.

The Fund diversifies its equity investments across various companies. The Fund typically invests in equities of about 30–50 companies but this number may vary depending on the portfolio manager’s view.

Since the Fund may also concentrate its investments on a sector-specific basis, the success of the sectors in question may have an effect on the Fund's value performance.

The Fund’s benchmark index is OMX Helsinki Benchmark Cap. 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
Antti Karessuo, Teemu Salonen
Benchmark index
OMX Helsinki Benchmark Cap
Start date
06.06.1994
ISIN
FI0008800206
fund serie
Accumulation unit
Fund size
764 Meur
Serie value (29.05.)
314,84 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-Finland A +10,01 % -0,35 % -2,70 % +7,66 % -0,40 % +4,19 %
Benchmark +10,82 % +1,77 % +0,24 % +6,26 % +3,38 % +6,91 %

Yearly performance

2015 2016 2017 2018 2019 YTD
OP-Finland A +16,54 % +18,37 % +5,34 % -11,82 % +23,09 % -6,83 %
Benchmark +15,92 % +13,28 % +11,54 % -3,89 % +20,64 % -4,37 %

Key figures

Volatility 12 m vola 12m Sharpe 12 m
OP-Finland A 25,70 % 0,31
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.