OTP Paletta Származtatott Vegyes Értékpapíralap

public, open end mixed fund

Inception: 17.11.1997. | Bloomberg: OTPEMEA HB Equity | Benchmark: 15% CETOP + 12,5% MSCI EMU ND + 12,5% MSCI EM ND + 5% MSCI World ND + 55% minimum fixed rate of return (6%)

_{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 an actively managed mixed security consisting mainly of equities, bonds, treasury bills and other investment instruments. The fund has a target average equity allocation of 45%, which may fluctuate depending on the current market environment and may vary over time. A further 55% of the fund is part of a portfolio managed on an absolute return approach. The fund's portfolio is invested with a significant weighting in emerging European equities, but also a significant weighting in other emerging and developed equity markets. Investments are selected primarily on the basis of fundamental analysis. The fund's currency exposure is also actively managed.

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