OTP Optima Tőkegarantált Kötvény Alap

public, open end, bond fund

Inception: 16.04.1996. | Bloomberg: OTPOPOE HB Equity | Benchmark: 85% RMAX+15% MAX

Portfolio managers

Investment policy, about the portfolio

The fund seeks to provide an investment opportunity into the local bond market for short-medium term. After 90 days of holding period, the fund offers a capital guarantee. The portfolio manager invests mainly in short term Hungarian government bonds, mortgage bonds and other bonds. The Fund provides a steady price run and a high level of liquidity to the investors.

Downloads

• Monthly factsheet