OTP Fundman Részvény Alap

public, open end, global equity fund

Inception: 11.06.2014. | Bloomberg: OTPEUHUF HB Equity | Benchmark: 30% CETOP + 25% MSCI EMU Net Total Return + 25% MSCI Emerging Net Total Return USD + 10% MSCI World Net Total Return USD + 10% RMAX

Portfolio managers

Investment policy, about the portfolio

The Fund aims to generate outperformance compared to a global stock index in the 5 years horizon of the recommended minimum holding period. As the focus is on stock selection, the equity exposure is typically between 90%-100% depending on the number of attractively priced companies found and the level of the fund managers’ conviction. The Fund invests in equities with a value investing approach. There is no restriction regarding the geography or sector of the investments, but the investment universe has an EMEA regional bias. The Fund tends to find value in under-researched mid-sized companies.

Downloads

• Key Investor Information (series "C") from 01.01.2025
• Monthly factsheet