public, open end, total return fund
Inception:
14.11.2007. | Bloomberg: OTPNEUR HB Equity
Investment policy, about the portfolio
The
Fund aims to outperform the risk free rate on the recommended investment term while keeping
risk at a low level. It has a value based investment strategy and invests
mainly in the equity and fixed income markets. It does not have any regional
and sectorial constraints, but has an EMEA regional bias where the fund
management team has the most expertise. The Fund also holds short positions and
aims to generate positive return under all market conditions. The diversified
portfolio and the low average position size help to maintain the risk and the
price volatility at a moderate level.
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