OTP Paletta Alap

public, open end mixed fund

Inception: 17.11.1997. | Bloomberg: OTPEMEA HB Equity | Benchmark: 70% ZMAX + 10% CETOP20 (HUF) + 10% RDX Extended USD (HUF) + 10% Dow Jones Turkey Titans 20 (HUF)


Portfolio manager


István Honics
CFA
investment director

Levente Boér
CFA
investment director

Recommended investment term: 3-5 years

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Risk level: significant

Investment policy, about the portfolio

The Fund aims to outperform its balanced benchmark which consists of 30% equity indices and 70% short term Hungarian government bonds. It has a balanced portfolio, with a net equity exposure typically between 20%-50%. 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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Money Market Funds
OTP Prémium Pénzpiaci Alap
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Bond Funds
OTP Dollár Rövid Kötvény Alap
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Bond Funds
OTP EMEA Alap
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Bond Funds
OTP Euró Rövid Kötvény Alap
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Bond Funds
OTP Maxima Alap
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Bond Funds
OTP Meta Globális Kötvény Alap
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Bond Funds
OTP Optima Alap
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Bond Funds
OTP Tőkegarantált Rövid Kötvény Alap
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Balanced Funds
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Balanced Funds
OTP Paletta Alap
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Equity Funds
OTP Afrika Alap "A"
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Equity Funds
OTP Afrika Alap "C"
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Equity Funds
OTP Ázsiai Ingatlan "A"
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Equity Funds
OTP Ázsiai Ingatlan "B"
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Equity Funds
BUX ETF
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Equity Funds
OTP Fundman Alap "A"
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Equity Funds
OTP Fundman Alap "C"
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Equity Funds
OTP Klímaváltozás 130/30 Alap "A"
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Equity Funds
OTP Klímaváltozás 130/30 Alap "B"
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Equity Funds
OTP Közép-Európai Részvény Alap
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Equity Funds
OTP Omega "A"
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Equity Funds
OTP Omega "B"
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Equity Funds
OTP Orosz Alap "A"
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Equity Funds
OTP Orosz Alap "C"
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Equity Funds
OTP Planéta "A"
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Equity Funds
OTP Planéta "B"
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Equity Funds
OTP Quality Alap
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Equity Funds
OTP Török Alap "A"
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Equity Funds
OTP Török Alap "C"
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Equity Funds
OTP Trend Alap
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Absolute Return Funds
OTP Abszolút Hozam Származtatott Alap
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Absolute Return Funds
OTP Abszolút Hozam Euró
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Absolute Return Funds
OTP EMDA Származtatott Alap
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Absolute Return Funds
OTP Föld Kincsei "A"
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Absolute Return Funds
OTP Föld Kincsei "B"
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Absolute Return Funds
OTP G10 Euró Származtatott Alap "A"
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Absolute Return Funds
OTP G10 Euró Származtatott Alap "B"
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Absolute Return Funds
OTP Sigma Származtatott Alap
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Absolute Return Funds
OTP Spectra Alapba Fektető Alap
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Absolute Return Funds
OTP Supra Származtatott Alap
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Absolute Return Funds
OTP Supra Dollár Alap
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Absolute Return Funds
OTP Supra Euró
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Absolute Return Funds
OTP Új Európa Származtatott Alap "A"
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Absolute Return Funds
OTP Új Európa Származtatott Alap "B"
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Absolute Return Funds
OTP Új Európa Euró
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OTP Premium Fund of Funds
OTP Prémium Aktív Klasszikus Alap
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OTP Premium Fund of Funds
OTP Prémium Euró Alap
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OTP Premium Fund of Funds
OTP Prémium Kiegyensúlyozott Alap
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OTP Premium Fund of Funds
OTP Prémium Klasszikus Alap
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OTP Premium Fund of Funds
OTP Prémium Növekedési Alap
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OTP Premium Fund of Funds
OTP Prémium Származtatott Alapok Alapja
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OTP Premium Fund of Funds
OTP Prémium Származtatott Euró Alapok Alapja
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OTP Premium Fund of Funds
OTP Prémium Trend Klasszikus Alap
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Capital Protected Funds
OTP Arany Válogatott Alap
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Capital Protected Funds
OTP Szinergia XI. Alap
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Capital Protected Funds
OTP Szinergia XII. Alap
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Capital Protected Funds
OTP Szinergia XIII. Alap
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Capital Protected Funds
OTP Szinergia XIV. Alap
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Capital Protected Funds
OTP Szinergia XV. Alap
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Capital Protected Funds
OTP Szinergia XVI. Alap

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