OTP Terra Árupiaci Alap

public, open end, total return, commodity fund

Inception: 29.09.2022. | Benchmark: 70% DBIQ Optimum Yield Diversified Commodity Total Return + 20% MSCI Global Environment Select + 10% RMAX

Portfolio managers

Investment policy, about the portfolio

The Fund aims to provide broad-based commodity exposure. Besides tracking the performance of traditional commodities, it also tries to benefit from emerging commodities like hydrogen, uranium, LNG, etc. which are not included in traditional commodity benchmarks. It takes mostly strategic long positions in index tracking ETFs, notes or swaps, but it can also have long or short futures or forward contracts. The fund also takes into consideration the changes in the long-term fundamentals of each commodities, as well as the changes in the significance and role of certain commodity market instruments in global use.