OTP Új Európa Származtatott Alap

public, open end, total return fund

Inception: 14.11.2007. | Bloomberg: OTPNEUR HB Equity | Benchmark: 100% ZMAX


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 the risk free rate on a 3-5 years horizon 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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BUX ETF
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OTP Új Európa Származtatott Alap "A"
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OTP Premium Fund of Funds
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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