OTP Total Return Derivative Fund

public, open end, total return fund

Inception: 11.07.2006. | Bloomberg: OTPARFB HB Equity

Portfolio managers

Investment policy, about the portfolio

The objective of the fund is to achieve a return in excess of the risk-free rate of return over the minimum recommended investment horizon through an active investment policy. To achieve these objectives, the Fund Manager pursues an active investment policy, aiming to achieve returns in excess of risk-free investments, primarily in developed market and Central European equities, bonds, interest rates, currencies and their derivatives, as well as commodities. The fund's assets are invested across the widest possible range of investments and globally. As a result of its active investment policy, the Fund's performance does not track the performance of any one market segment on a sustained basis. The fund manager makes investment decisions based on fundamental and technical factors. In addition to traditional long positions, the fund may also take short positions, in which case it can profit from price falls.

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