OP-Forest Owner II B Fund

A Finnish forest fund. Professional forest management in a convenient package.
1

The alternative way to own Finnish forest

OP-Forest Owner provides a cost-effective and professional ownership of Finnish forest.

2

Steady return from forest

The forest fund's steady return comes from growth of trees and the value change of tree resources. As its primary earnings generating method, the fund sells timber from the forest estates it owns.

3

Great fund for investment diversification

It offers an option for diversifying assets outside conventional asset classes such as stocks and fixed income investments. 

Choose forest fund to invest in real trees

Instead of securities, the portfolio of OP-Forest Owner includes real forest. A tree grows even when the economy does not. By investing in the forest fund, you will become an owner of a large forest estate portfolio benefitting from the economies of scale of a large-scale investor.

OP-Forest Owner offers cost-effective and professional forest management in an easy and convenient form. You can enjoy the potential of forest with a smaller investment amount than in regular direct forest purchase and, furthermore, experienced professionals take care of all forest management. The forest fund distributes at least 75% of its annual net earnings to its unitholders.

Annual dividend has been paid as follows: €1.82 (2016), €3.28 (2017), €1.92 (2018), €2.60 (2019), €2.29 (2020).

Steady return from growing trees

The steady return offered by OP-Forest Owner comes from growth of trees and the value change of tree resources. As its primary earnings generating method, the forest fund sells timber from the forest estates it owns. The fund also aims to achieve earnings by developing, parcelling out or zoning the forest estates it owns or by utilising the soil or any leisure-time values.

Why to invest in the forest fund?

OP-Forest Owner is an excellent alternative to diversify assets outside conventional asset classes such as stocks and fixed-income investments.

The forest fund is ideal for a long-term investor who wishes to diversify some of their investments into Finnish forest but who is not willing to spend time on forest management and timber sales. It is also easy to invest previous timber sale proceeds back in forest through the forest fund. We recommend OP-Forest Owner Fund primarily to investors who intend to redeem their units after six years at the earliest.

Subscription fee Annual management fee Redemption fee
3,00 % 1,20 % 1,00 %

In the case the investment period remains under 6 years, at the moment of redemption we will charge a 3% fee and, for investments held under 3 years, a 5% fee. Subscription and redemption fees are refunded to the fund. The fund's value is calculated four times a year. OP-Forest Owner Fund II b series minimum subscription amount is 1,000,000 euros. This amount generates no OP bonuses.

Basic data, performance and fact figures

This is an advertisement. The funds are managed by OP Fund Management Company Ltd. The portfolio manager 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 is no guarantee of potential future yield. The larger the fund’s expenses, the greater the impact on the expected return on the investment. Any yield also depends on taxation, which in turn varies depending on the investor’s personal circumstances and is subject to future changes. If the fund is marketed outside Finland, OP Fund Management Company Ltd may decide to end such marketing. The information presented on this page does not fully describe all the fund’s characteristics.

Before making an investment decision, take all the characteristics or objectives of the fund into consideration, as described in the fund prospectus for OP funds and other documents related to the fund. Only make your final investment decision after reading the fund prospectus for OP funds and the key investor information document and rules of the fund. These documents can be found on the web page of the respective fund. The fund prospectus and the summary of investors’ rights in mutual funds are available at op.fi in Finnish, Swedish and English.