OTP EMDA Származtatott Alap

public, open end, total return fund

Inception: 15.05.2008. | Bloomberg: OTPEMDA HB Equity | Benchmark: ZMAX

Portfolio manager

Investment policy

The fund seeks to make a positive absolute return for investors over a market cycle of minimum 3-5 years, regardless of the underlying market conditions. The aim is to outperform the risk free local money market instruments by active management and volatility control.
The underlying markets are mainly the global emerging FX, money and bond markets, but some equity and commodity exposure is also possible.

About the portfolio

The portfolio manager can take long and short positions for the targeted assets, limited leverage is also possible.

Downloads

• Monthly factsheet