OP-Moderate
A fund with better return potential without any major risks-
Investing in mutual funds pays off
OP-Moderate offers a convenient solution for an investor who is interested in returns but not in following the stock market closely.
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Well-balanced fund
A balanced asset mix with stocks increasing the growth potential and fixed-income instruments offering protection.
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Take advantage of owner-customer benefits
As our owner-customer, you can buy, sell and switch OP-Moderate fund units at no charge.
Investing is easy – our portfolio manager does it for you
OP-Moderate is one of the three fund alternatives OP suggests for passive investors. As typical for balanced funds, OP-Moderate comprises both stocks generating returns during an upswing and fixed-income investments providing protection during a downswing. A portfolio management professional changes the fund's equity weighting for the fund investor. The investments are diversified broadly geographically as well as across advanced and emerging markets.
A fund for those who seek a moderate return
OP-Moderate suits investors seeking reasonable capital appreciation who can tolerate a slightly higher risk level in exchange for higher returns. In the case of OP-Moderate, the risk level is between those of fixed-income investments and equity investments. OP-Moderate is best suited to a passive investor who intends to redeem his/her units after 3 to 4 years at the earliest. The fund is suitable, for example, for someone planning to buy a car or renovate their kitchen.
OP Fund Management Company Ltd manages OP mutual funds.