OTP Paletta Alap

public, open end mixed fund

Inception: 17.11.1997. | Bloomberg: OTPEMEA HB Equity | Benchmark: 10% CETOP (HUF) + 10% RDXUSD (HUF) + 10% TR20I (HUF) + 6% MSCI EMU ND (HUF) + 5% MSCI EM ND (HUF) + 4% MSCI World ND (HUF) + 55% ZMAX

Portfolio manager

Investment policy, about the portfolio

The Fund aims to outperform its balanced benchmark which consists of 45% equity indices and 70% short term Hungarian government bonds. It has a balanced portfolio, with a net equity exposure typically between 20%-70%. The Fund has a value based investment strategy and it does not have any regional and sectorial constraints, but has an EMEA regional bias where the portfolio managers have the most expertise. The diversified portfolio, the low average position size and the long/short equity positions help to maintain the risk and the price volatility at a relatively low level.

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