OTP Meta Globális Kötvény Alap

public, open end, global bond fund

Inception: 15.05.2020. | Benchmark: 100% ICE BofaML US Treasury Bill Index (G0BA)

Portfolio manager

Investment policy, about the portfolio

Through active global fixed income and currency management the fund aims to provide attractive risk adjusted return in USD above that of the risk-free US dollar rate. Employing derivatives it looks at a global macro opportunity set, combining a top-down approach with bottom-up idea assessment.
Built on a core portfolio of dominantly 2-5 year maturity sovereign risk bonds in hard and local currency, augmented with flexible interest rate exposure it aims to provide the portfolio diversification benefits of fixed income while targeting a return significantly above cash on a 1-3 year horizon.

Downloads

• Monthly factsheet