OTP Omega Alapok Alapja

pubilc, open end, equity fund

Inception: 14.12.1999. | Bloomberg: OTPUBSF HB Equity | Benchmark: 5% RMAX + 38% MSCI World + 57% MSCI EMU


Portfolio manager


Gábor Czachesz
CFA
investment director

Recommended investment term: 5-7 years

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Risk level: high

Investment policy, about the portfolio

The funds objective is to provide opportunity to benefit from the performance of the global developed equity markets. It invest in shares of other open-end equity funds active on the developed equity markets. The fund manager believes that different investment processes at different fund management companies can create diversification opportunities for investors. He aims to identify successful, robust and well-explained investment processes in the active fund manager market place. The Fund also invests in ETFs for tactical asset allocation purposes. The average equity exposure of the fund is around 95%.

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If the selected fund has different investment unit series (denominated in EUR or institutional), the Net Asset Value means the sum of the NAV of the different series