OTP EMEA Kötvény Alap

public, open end, bond fund

Inception: 15.12.2011. | Bloomberg: OTPEMBD HB Equity

Portfolio managers

Investment policy, about the portfolio

The Fund is an actively managed fund aiming to outperform its benchmark following a rather unconstrained, total return investment strategy. The Fund aims to provide access to the emerging economies’ higher return potential and may have concentrated positions in emerging market currencies and bonds from time to time. Bonds in these countries tend to be more volatile than bonds of advanced economies and carry excess liquidity risk. Even though the Fund’s predominant investment region is the EMEA region, it does not necessarily track the performance of the region closely. The investment rationale is based on fundamental macro analysis looking to identify long-term price misalignments in the market.

Downloads

• Monthly factsheet