OP-Metsänomistaja on kotimainen metsärahasto

OP-Forest Owner Fund

A Finnish forest fund. Professional forest management in a convenient package.
1

The easiest way to own Finnish forest

OP-Forest Owner provides a cost-effective and easy professional ownership of Finnish forest.

2

Steady return from forest

The forest fund's steady return comes from growth of trees and the value change of tree resources. As its primary earnings generating method, the fund sells timber from the forest estates it owns.

3

Great fund for moderate investors for investment diversification

OP-Forest Owner Fund provides a low-risk investment option for asset diversification with return expectations lower than in bond markets and with lower risk than in equity markets.

Choose forest fund to invest in real trees

Instead of securities, the portfolio of OP-Forest Owner includes real forest. A tree grows even when the economy does not. By investing in the forest fund, you will become an owner of a large forest estate portfolio benefitting from the economies of scale of a large-scale investor.

OP-Forest Owner offers cost-effective and professional forest management in an easy and convenient form. You can enjoy the potential of forest with a smaller investment amount than in regular direct forest purchase and, furthermore, experienced professionals take care of all forest management. The forest fund distributes at least 75% of its annual net earnings to its unitholders.

Steady return from growing trees

The steady return offered by OP-Forest Owner comes from growth of trees and the value change of tree resources. As its primary earnings generating method, the forest fund sells timber from the forest estates it owns. The fund also aims to achieve earnings by developing, parcelling out or zoning the forest estates it owns or by utilising the soil or any leisure-time values.

Why to invest in the forest fund?

OP-Forest Owner is an excellent alternative to diversify assets outside conventional asset classes such as stocks and fixed-income investments.

  • Enables a steady return at low risk that is not dependent on stock markets.
  • Does not require previous experience in investing in forests.

The forest fund is ideal for a long-term investor who wishes to diversify some of their investments into Finnish forest but who is not willing to spend time on forest management and timber sales. It is also easy to invest previous timber sale proceeds back in forest through the forest fund. We recommend OP-Forest Owner Fund primarily to investors who intend to redeem their units after six years at the earliest.

How to buy a mutual fund

  • Now you can invest in forest even with a small amount - OP-Forest Owner Fund has no minimum subscription. You can start investing with, say, 10 euros.
  • You can subscribe for and redeem mutual fund units four times a year. The next subscription date is 31 March 2020.

OP-Forest Owner

Online fees and charges

Subscription fee Annual management fee Redemption fee
4,00 % 1,50 % 1,00 %

In the case the investment period remains under 6 years, at the moment of redemption we will charge a 3% fee and, for investments held under 3 years, a 5% fee. Subscription and redemption fees are refunded to the fund. The fund's value is calculated four times a year. The fund generates OP bonuses.

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

OP-Forest Owner is a non-UCITS fund seeking long-term value appreciation by investing directly in forest estates located mainly in Finland but also in those located elsewhere in the European Economic Area.

Forest estates are purchased on open markets from institutions, private forest owners and the government especially in the Finnish regions of Northern Karelia, Northern Savonia, Northern Ostrobothnia, Kainuu and Lapland. The fund may also hold stocks of an unlisted company focusing directly on forest ownership, interests in a jointly owned forest unit or corresponding investment instruments directly related to forest ownership. In addition, the fund may invest in fixed-income securities for the purpose of cash management and temporary asset investments. In order to hedge against market changes, to replace direct investments and to otherwise promote efficient portfolio management, the fund may also invest in derivative contracts and OTC derivatives.

OP-Forest Owner protects its forest property through forest insurance. Key risks with respect to the fund’s value performance are associated with developments in the forest estate markets and in timber value. The fund's earnings may be substantially affected by costs arising from maintaining, owning and trading estates and from expert services used in buying and selling estates, which will be paid using the fund’s assets.

In addition, due to the leverage used by the fund, a rise in interest rates or borrowing costs may reduce the fund’s return. The investor should also note that the fund units are subject to liquidity risk or, in other words, a risk of failing to encash the fund’s investments within the intended time frame and at the desired price. For this reason, execution of redemption orders may in some cases take longer than usual.

The fund realises its earnings on the timber and forest estate markets and annually distributes at least 75% of its net earnings to the holders of fund units. The fund is tax free, but the share of earnings is considered unearned income for the investor.

Read more about fund’s responsibility on the fund’s Finnish pages.
More details 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
222 Meur
Serie value (30.09.)
123,49 EUR
Monthly review
Download
Rules
Download
Brochure
Download

Accumulated profit (30.09)

1mth 3mth 6mth 1 y 3 y p.a. 5 y p.a.
OP-Forest Owner B - +0,76 % +1,49 % - - -
Benchmark - - - - - -

Yearly performance

2015 2016 2017 2018 2019 YTD
OP-Forest Owner B +11,13 % +6,83 % +4,16 % +5,61 % +2,71 % 0,00 %
Benchmark - - - - - -

Key figures

Volatility 12 m vola 12m Sharpe 12 m Duration
OP-Forest Owner B - - -
Benchmark index - - -

Owner-customer benefits

  • As our owner-customer, you can buy, sell and switch almost all of our mutual funds with no charges.
  • OP Investment Partner is a service package designed for owner-customers who have assets available for investment. You will get a personal contact person and have access to comprehensive and real-time market information to support your investment decisions.
  • Owner-customers have automatic access to the second fee level on the brokerage fee list, in which the brokerage fee is 0.18% (min. 8 euros) while the fee at the first fee level is 0.2% (min. 8 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.