OP-China Fund

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China, alongside the United States, is one of the world's economic powerhouses and an important stock market, especially for investors who accept higher-than-average risks. The OP-China fund allows you to diversify your investments across the vast stock markets of the People's Republic of China, Hong Kong, and Taiwan.

As a unitholder of the fund, your investments are managed by OP's partner, J.P. Morgan Asset Management, one of the world's largest and most respected investment institutions. The portfolio manager responsible for stock selection operates in the target markets, where they have access to J.P. Morgan's extensive resources. Regional expertise is especially important in a developing economy like China, where ordinary investors may find it difficult to access sufficient information.

Increased risks and significant stock price fluctuations are part of investing in emerging markets. However, risks can be managed with professional diversification. The assets of the OP-China fund are allocated to the stocks of dozens of companies in various industries. The fund is suitable for a yield-seeking investor who has the patience to endure the uncertainty typical of the Chinese market.

Why invest in the OP-China fund

As one of the world's largest economies, China offers plenty of opportunities for investors willing to accept risks associated with emerging markets
The portfolio is managed by OP's partner, J.P. Morgan Asset Management, one of the world's most respected investment institutions
Achieve broad diversification across the stock markets of the People's Republic of China, Hong Kong, and Taiwan

Read more about our funds investing in the emerging markets

OP-China

morningstar™

ESG

Portfolio manager's review

The portfolio manager's review is available on the fund's Finnish pages.

More details Basic data, performance and fact figures

Basic data

Fund manager: JPMORGAN ASSET MANAGEMENT (UK) LIMITED
Benchmark index: MSCI China 10/40 Net Total Return Index
Start date: 10.06.2002
ISIN: FI0008805965
fund serie: Accumulation unit
Fund size: 141 Meur
Serie value (03.12.): 439,84 EUR
Monthly review: Download
Key Information Document: Download
Rules: Download
Prospectus: Download

Accumulated profit (03.12)

	1mth	3mth	6mth	1 y	3 y p.a.	5 y p.a.
OP-China A	−4,97 %	+2,68 %	+16,47 %	+18,70 %	−0,25 %	−6,33 %
Benchmark	−4,13 %	+0,74 %	+12,28 %	+18,84 %	+8,68 %	−1,35 %

Yearly performance

	2020	2021	2022	2023	2024	YTD
OP-China A	+58,12 %	−10,61 %	−23,40 %	−26,82 %	+13,87 %	+17,01 %
Benchmark	+19,95 %	−14,08 %	−16,39 %	−13,99 %	+26,15 %	+16,04 %

Key figures

	Volatility 12 m	vola 12m	Sharpe 12 m	Duration
OP-China A	24,35 %	-	-
Benchmark index	-	-	-

This is a marketing communication. OP Fund Management Company Ltd and OP Asset Management Ltd have prepared this material as background information. The information presented in the material is based on sources that the authors consider reliable. However, the authors cannot guarantee that the provided information or opinions are correct or complete. This material is not intended to provide, and cannot be regarded as, a comprehensive and complete description of the product and the risks involved. Although the material has been prepared with care, and the aim has been to ensure that all the presented information is accurate, the authors and their employees assume no responsibility for the content of the material, and no decisions or agreements should be made based on it.
This material does not include a binding offer or proposal to buy or subscribe for a fund unit, nor does the material or its content form a basis for any agreement or commitments.

OP Pohjola's mutual funds are managed by OP Fund Management Company Ltd, which is a fund management company and alternative investment fund manager licensed by the Finnish Financial Supervisory Authority. The portfolio manager of OP Pohola's mutual funds is the portfolio management company specified in the fund prospectus for OP funds. Investments always involve risks. The value of investments can rise and fall, and the investor may lose part of or all the invested funds. Past performance does not predict future returns. The potential future performance is subject to taxation which depends on the personal situation of each investor and which may change in the future. If the mutual fund is marketed outside Finland, OP Fund Management Company Ltd may decide to end such marketing. Before making an investment decision, take all the characteristics or objectives of the fund into consideration, as described in the fund prospectus for OP Pohjola funds and other documents related to the mutual fund. Only make your investment decision after reading the mutual fund's Key Information Document, the funds prospectus, and the rules of the fund. These are available from your asset manager or at op.fi/all-funds. The main risks associated with mutual funds can be found in the Key Information Document, and a more detailed list of risks is presented in the funds prospectus. A summary of investors' rights can be found at op.fi/ops-fund-publications. These documents are available in Finnish, Swedish and English. Copying, publishing or distributing this material to a third party in full or in part is not permitted without written permission from OP. By accepting this material, you agree to follow the instructions and restrictions above.

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