OP-America Index

North America hosts the world's largest stock market and many of the world's most successful companies. The target market being an advanced economy, the investor's portfolio will get a solid base which steadily follows global economic prospects. The assets of OP-America Index are invested, in line with the benchmark index, in listed large-cap companies in the US (some 90%) and in Canada. At the same time, this means that investments are focused on certain sectors, such as ICT, finance and energy.

OP-America Index is a great choice for an active and skilled investor. The overall management of investments requires the investor's own effort, because here the portfolio manager's role mainly consists of cost-efficient execution of the fund according to the index. As part of an overall asset management portfolio, OP-America Index is naturally a good selection for anyone. Thanks to their low fees, index funds can well complement actively managed funds in the portfolio of, say, a long-term saver or pension saver. This fund is primarily recommended to an investor who intends to redeem his/her units after seven years at the earliest.

OP-America Index Fund is a passive index fund whose assets are invested in accordance with the MSCI North America ESG Screened Index in equities of the largest listed companies in North America. This means that the assets of the fund are distributed in the countries and companies constituting the benchmark index in the same proportions as in the benchmark index.

Since the fund strives to replicate the performance of the benchmark index as closely as possible, it will only maintain a small cash position to pay for redemptions. In order to reduce securities transactions and costs resulting from redemptions and subscriptions, the fund may use derivatives in its portfolio management to a limited extent.

Since the assets of the fund are invested in shares of the largest companies by market capitalisation, its investments may be concentrated to a significant extent in certain sectors, such as information technology, financials and energy.

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

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