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OP-Korkosalkku A

Ranked 12 out of 23 in - Euro Short Term over 12 months
All calculations are in EUR unless stated

Managed by

Tommi Kokkarinen

Rego Ostonen

Rego Ostonen is currently based in Helsinki Finland and works for Pohjola Asset Management where he runs bond strategies. He usually manages his strategies with a macro and fundamental style, but he specifically uses the fundamental style to run OP-Yrityslaina and OP-Yrityslaina Prima funds. He hedges his investment risks by using bond-related derivatives, such as futures and credit default swaps. Rego worked for 10 years (2000-2010) as a portfolio manager of fixed income funds at Pension Varma and was educated in the University of Helsinki, where his primary degree subject was physics.

Objective

The fund is a bond fund that aims to invest its assets on the global fixed income market, in fixed income instruments issued by governments, public sector entities and companies. The fund's investments are normally carried out through other funds and direct interest investments, meaning that the investments are spread on various interest classes and issuers.

Showing fund performance in Finland View performance globally

Performance

Euro Short Term over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.8% -1.1%
2017 1.0% 0.1% 0.3% 0.0% 0.5%
2016 0.6% 0.2% 0.8% 0.4% -0.8%
2015 -1.2% 1.5% -1.8% -1.3% 0.4%
2014 1.2% 0.5% 0.6% -0.2% 0.2%
2013 1.4% 0.2% -0.3% 0.4% 1.0%
2012 5.8% 0.5% -0.2% 3.2% 2.2%
2011 -3.7% 1.8% 0.0% -4.2% -1.3%
2010 1.8% 1.8% -1.0% 1.6% -0.6%
2009 8.2% 2.1% 2.7% 2.7% 0.6%
2008 3.4% 1.0% 0.3% 1.0% 1.1%
2007 2.8% 0.7% 0.0% 1.1% 1.0%
2006 1.1% -0.7% 0.2% 1.2% 0.4%
2005 1.9% 0.6% 1.8% 0.0% -0.5%
2004 3.9% 1.7% -0.6% 1.6% 1.2%
2003 2.5% 1.2% 1.3% 0.0% 0.0%
2002 6.7% 0.2% 1.8% 3.0% 1.7%
2001 5.0% 1.7% 0.6% 2.3% 0.4%
2000 4.4% 1.0% 0.1% 0.9% 2.4%
1999 0.3% 0.7% -0.2% -0.4% 0.2%
1998 6.7% 1.8% 1.1% 1.9% 1.9%
1997 2.3% -0.1% -0.5% 1.2% 1.6%
1996 10.3% 0.4% 2.9% 4.0% 2.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland

Fund Info

  • Launch date08/11/1995
  • Share Class size312Mn
  • Base currencyEUR
  • ISIN FI0008800248

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.60%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).