OP-Asia Index

OP-Asia Index is a good fit for a diversified portfolio

OP-Asia Index provides a cost-efficient way to diversify assets beyond the Western stock market. Managing the investment requires one's own view and effort but, in exchange, the fund offers low management fees and high expected return in the long term. To complement index funds, we recommend also using actively managed funds investing in growth companies and emerging markets as well as theme funds.

  • The target market is advanced markets in Asia, and the investment focus is on the stock exchanges of Japan, Hong Kong, Australia and Singapore.

OP-Asia Index invests its funds in advanced markets in Asia and the investor's portfolio will thereby get a solid base steadily following global economic prospects. The biggest investments are made on the stock exchanges of Japan, Hong Kong, Australia and Singapore, focusing on large-cap stocks. Since the Asian market does not breathe in the same rhythm as the Western market, OP-Asia Index offers exceptionally great diversification benefits.

OP-Asia Index is the choice of an active investor with a determined view. It suits investors hunting for high returns, but it requires risk tolerance, some understanding of the Asian market as well as willingness to follow the market's 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. 

As part of overall asset management, OP-Asia Index naturally offers a good way of diversifying anyone's portfolio. Thanks to their low fees and high expected return in the long term, index funds can well complement actively managed funds in the portfolio of, say, a long-term saver or pension saver. OP-Asia Index is recommended primarily in a situation where redemption of units would occur after seven years at the earliest.

OP-Asia Index Fund is a passive index fund whose assets are invested in accordance with the MSCI Pacific ESG Screende Index in equities of the largest listed companies in South-East Asia. 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 resulting from redemptions and subscriptions, the fund may use derivatives instruments in its portfolio management to a limited extent.

Since the assets of the fund are invested in equities of the largest companies by market capitalisation, its investments may be concentrated significantly in certain sectors, such as financials and industrials.

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.                                                                  

More details Basic data, performance and fact figures

Basic data

Fund manager
OP Asset Management Ltd
Benchmark index
MSCI Pacific ESG Screened Index
Start date
29.09.2011
ISIN
FI4000029491
fund serie
Accumulation unit
Fund size
983 Meur
Serie value (25.04.)
250,97 EUR
Monthly review
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Key Information Document
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Rules
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Sustainability data
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Accumulated profit (25.04)

1mth 3mth 6mth 1 y 3 y p.a. 5 y p.a.
OP-Asia Index A −3,91 % +1,68 % +12,82 % +12,35 % +3,56 % +5,10 %
Benchmark −3,95 % +1,84 % +13,05 % +12,79 % +3,92 % +5,50 %

Yearly performance

2019 2020 2021 2022 2023 YTD
OP-Asia Index A +20,93 % +2,37 % +9,89 % −7,89 % +10,56 % +4,42 %
Benchmark +21,45 % +2,85 % +10,12 % −7,37 % +10,81 % +4,63 %

Key figures

Volatility 12 m vola 12m Sharpe 12 m Duration
OP-Asia Index A 13,34 % - -
Benchmark index - - -