OTP Sigma Származtatott Alap

public, open end, total return fund

Inception: 24.02.2016. | Bloomberg: OTPSIGA HB Equity | Benchmark: ZMAX

Portfolio manager

Investment policy

The fund seeks to make a positive absolute return for investors over a market cycle of minimum 3-5 years, regardless of the underlying market conditions. The aim is to outperform the risk free local money market instruments by active management and volatility control.The underlying market is the US equity market.

About the portfolio

The portfolio manager invests in options for US equities and indices, based on technical analysis. Stop-Loss orders are always applied in order to control risk and volatility.

Downloads

• Monthly factsheet