OP-Maailma Indeksi

OP-World Index

One investment, global diversification

OP-World Index is offers a cost-efficient way of diversifying your assets into global equity markets. Thanks to its low fees, OP-World Index is an excellent choice for long-term investment. Investing in index funds requires some investment knowledge, because you should be able to assess your own risk tolerance. When determining the amount to invest in an index fund, think whether you would also be ready to tolerate an equivalent amount of price volatility in the equity market.

  • The fund's investments are selected based on its globally diversified benchmark index, MSCI World.
  • With this fund, you can also make an agreement for a systematic investment plan enabling easy investment with any amount you like.
  • The fund units generate OP bonuses for private customers who are also our owner-customers.

OP-World Index

Online fees and charges

Subscription fee Annual management fee Redemption fee
0,06 % 0,39 % 0,06 %

The fund units generate OP bonuses for private customers who are also our owner-customers.

OP-World Index invests its assets globally in advanced markets and the investor's portfolio will thereby get a solid base steadily following global economic prospects. OP-World Index suits investors hunting for high returns, but it also requires risk tolerance and willingness to follow market events and manage the investment accordingly. Here the portfolio manager's role mainly consists of cost-efficient execution of the fund according to the index. In exchange of the customer's own active approach, the fund's management, subscription and redemption fees are low.

OP-World Index offers a good diversification method for anyone's investment portfolio. Thanks to their low fees and high expected return in the long term, index funds can well complement other investments in the portfolio of, say, a long-term saver or pension saver. OP-World Index is recommended primarily in a situation where redemption of units would occur after seven years at the earliest.

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

OP-World Index is a passive index fund that invests assets according to the MSCI World Index in large listed companies diversified on a global basis. This means that the fund’s investments are split between the countries and businesses of the benchmark index in the same proportion as in the index.

Since the fund aims to generate the same returns as the benchmark index, it only keeps a small portion in cash for the purposes of redemptions. In order to lower its trading needs arising from redemptions and subscriptions, the fund may to a
limited extent use derivative instruments in portfolio management.

Since the fund’s assets are invested in large-cap stocks, its investments can be highly concentrated on certain sectors, such as finance and industry.

The fund’s trading costs are relatively low as changes to the portfolio are basically only made once a year in conjunction with index adjustments.

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 Asset Management Ltd
Benchmark index
MSCI World Index
Start date
29.09.2017
ISIN
FI4000261128
fund serie
Accumulation unit
Fund size
176 Meur
Serie value (29.05.)
117,53 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-World Index A +4,23 % +0,24 % -6,31 % +5,76 % - -
Benchmark +4,24 % +0,26 % -6,24 % +6,00 % - -

Yearly performance

2015 2016 2017 2018 2019 YTD
OP-World Index A - - +2,42 % -4,41 % +29,66 % -7,41 %
Benchmark - - +2,90 % -4,11 % +30,02 % -7,36 %

Key figures

Volatility 12 m vola 12m Sharpe 12 m
OP-World Index A 27,75 % 0,22
Benchmark index - -

 

OP Fund Management Company Ltd manages OP mutual funds.