OTP Trend Alap

public, open end, equitiy fund

Inception: 23.12.2011. | Bloomberg: OTPINEQ HB Equity

Portfolio managers

Investment policy, about the portfolio

The investment universe is made up of developed markets, primarily American and European stocks and government securities. In case of rising trends, we choose the stocks that are most popular among business partners, consumers, employees and investors. In an unfavorable investment environment, assets are invested in money market currency instruments. We also apply the trending strategy in the field of bonds, so we consider investments to be that a significant market trend has developed in the developed market bond market or part of it, from which the return-risk indicators are better than those of equity investments or money market investments, even the entire portfolio can be invested in the bond market.

Downloads

• Monthly factsheet