OTP Klímaváltozás Részvény Alap

public, open end, ESG equity fund

Inception: 09.01.2008. | Bloomberg: OTPCLMT HB Equity | Benchmark: 70% MSCI ACWI IMI SDG 7 Affordable and Clean Energy Select + 25% MSCI EMU Climate Change ESG Select NETR EUR + 5% RMAX

_{The components of the benchmark are converted into the currency of the series at the MNB's middle exchange rate of the current banking day.}

Portfolio managers

Investment policy, about the portfolio

The Fund seeks to provide opportunity to benefit from the performance of the climate change industry with investing in the global equity markets. The fund manager believes that global climate change is a man-made phenomenon. He also believes that societies need to implement structural changes in many areas (energy production, consumption habits, etc.) to prevent the worsening of the situation. Policy responses from governments and bottom-up responses from societies can create opportunities for innovative companies along the road. A carbon-neutral future also present challenges for incumbent companies. This Fund aims to identify the winners and the losers of these structural changes.

Downloads

• Monthly factsheet