OTP Sigma Derivative Total Return Fund

public, open end, total return fund

Inception: 24.02.2016. | Bloomberg: OTPSIGA HB Equity

Portfolio manager

Investment policy, about the portfolio

The aim of the Fund is to achieve a return substantially above the riskless rate of return within a recommended investment horizon. The fund manager follows an active investment strategy in order to achieve these goals, and can invest in developed and emerging market stocks, bonds, interest rates, currencies, derivatives, and commodities. The fund manager can invest the assets globally in the broadest spectrum of investment products. The investment decisions are based mainly on fundamental factors, but can also take into account technical factors. The fund manager can take both long and short positions in any eligible investments. Investments into this fund bear a significant risk, so it is not recommended for investors with an investment horizon of less than 5 years.

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