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
- Jukka Ukkonen, Kristiina Vares-Wartiovaara
- Benchmark index
- MSCI Acwi Low Carbon Leaders NTR Index
- Start date
- 22.04.2015
- ISIN
- FI4000148226
- Annual management fee
- 1,80 %
- fund serie
- Accumulation unit
- Fund size
- 120 Meur
- Serie value (18.12.)
- 183,03 EUR
- Monthly review
- Download
- Brochure
- Download
- Rules
- Download
- Sustainability data
- Download
- Prospectus
- Download
Accumulated profit
| 1mth | 3mth | 6mth | 1 y | 3 y p.a. | 5 y p.a. | |
|---|---|---|---|---|---|---|
| OP-Low-carbon World A | +0,26 % | +3,00 % | +3,83 % | −3,62 % | +10,00 % | +8,71 % |
| Benchmark | +1,56 % | +2,87 % | +10,80 % | +6,57 % | +18,54 % | +15,17 % |
Yearly performance
| 2020 | 2021 | 2022 | 2023 | 2024 | YTD | |
|---|---|---|---|---|---|---|
| OP-Low-carbon World A | +1,80 % | +29,43 % | −13,07 % | +20,07 % | +16,16 % | −4,26 % |
| Benchmark | +6,86 % | +27,71 % | −13,00 % | +17,62 % | +25,74 % | +5,90 % |
Key figures
| Volatility 12 m | vola 12m | Sharpe 12 m | Duration | |
|---|---|---|---|---|
| OP-Low-carbon World A | 15,29 % | - | - | |
| Benchmark index | 14,85 % | - | - |