WHO IS THE FUND FOR?

The OMX Helsinki 25 ETF is a very cost-effective vay to invest in Finnish stocks. With one trade, the investor gets a good diversification over the 25 most traded stocks on the Helsinki stock exchange. The ETF units combine the benefits of passive index investing and investing in mutual funds as well as the easiness of trading on the stock exchange.

Individual investors

• Are you saving with a long time span? The OMX Helsinki 25 ETF is world class in cost effectiveness, and it allows you to benefit from index investing very effectively. The annual management fee is 0,1664 % p.a. with the current (03.09.2007) fund assets (the fee varies between 0,11 % and 0,18 % p.a. according to the fund’s size).

• Do you trade actively with stocks? Now you can trade actively with a whole basket of stocks. This way, you can benefit from diversification and continuous trading at the same time.

• Thanks to continuous trading, you can use the same trading strategies on the fund units as for single stocks.

Huom! For example regular savers, who save fairly small amounts at a time, do not necessarily fully benefit from the cost-effective ETF units due to the trading costs associated with ETF units. The broker takes a fee when buying or selling units, and this fee can be unproportionally large when investing small amounts, especially if the broker has a minimum fee. Therefore, a regular index fund may be a cheaper alternative when looking at all costs associated with the investment.

Institutional investor

• The OMXH25 Exchange Trade Fund enables you to fully benefit from cost efficient index investing.

• Make use of the opportunity to obtain the stock lending premium twice, thus reducing the cost of carry.

• Equitize your cash position with one trade in a diversified index stock basket.

• The OMXH25 index is a derivative index, and the derivative markets offer many possibilities for investing, e.g. for simple temporary hedging of the portfolio.

Fund manager

• The OMXH25 Exchange Trade Fund gives you the market performance in a convenient manner (one transaction and without regard to any future index constituent changes) for that passive part of your actively managed fund, enabling you to focus on the active decisions.

• Equitize your cash position by investing it in the market neutral OMXH25 Exchange Trade Fund, thus reducing your “cash lag” on rising stock markets.

• Make use of the opportunity to attain the stock lending premium twice, thus reducing the cost of carry.

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