OTP EMDA Total Return Derivative Fund

public, open end, total return fund

Inception: 15.05.2008. | Bloomberg: OTPEMDA HB Equity

Portfolio managers

Investment policy, about the portfolio

The Fund aims to outperform the risk free local money market instruments by active management and volatility control. Its investment universe is primarily emerging market instruments and derivatives. If exceptional opportunities arise in other markets, it has the flexibility to invest globally in the full spectrum of investment vehicles. The Fund may have concentrated positions in emerging market currencies, bonds and equities from time to time, resulting in higher than average volatility. The Fund’s advantage is an unconstrained approach to asset allocation, which enables the Fund to participate in challenging markets. The Fund may apply leverage and can take both long and short positions. The Fund follows a global macro investment strategy in the emerging market universe based on macro fundamental analysis aiming to identify long-term price misalignments combined with technical analysis applied for market timing.

Downloads

• Monthly factsheet