OTP Közép-Európai Származtatott Részvény Alap

public, open end, equity fund

Inception: 21.12.2005. | Bloomberg: OTPCEEQ HB Equity | Benchmark: 32% WIG20 + 24% BUX + 24% PX + 10% BET + 10% RMAX

_{The components of the benchmark are converted into the currency of the series at the MNB's middle exchange rate of the current banking day.}

Portfolio managers

Investment policy, about the portfolio

The Fund is primarily dedicated to Central and Eastern European equities, with minor investments in Western European and other developed countries. The Fund invests in stocks of companies operating across diversefied sectors. The fund employs a value investing approach. Hedging currency risks and taking short positions to limit beta risk are considered regularly. While the equity exposure of the Fund can range between 60% and 150%, its target average exposure is 90%.

Downloads

• Monthly factsheet