OTP Planéta Feltörekvő Piaci Részvény Alapok Alapja

public, open end, equity fund

Inception: 04.07.2007. | Bloomberg: OTPEMEA HB Equity | Benchmark: 5% RMAX + 95% MSCI Emerging Net Total Return USD

_{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 aims to generate outperformance compared to a global emerging market equity index in the 5 years horizon of the recommended minimum holding period. It invests in global emerging market equities through global and regional funds, equity index swaps and individual stocks and bonds. The core of the fund consists of cost efficient index swaps, actively managed funds with regional focus and a 30% portion of individually selected equities. The equity exposure is typically between 90%-100% depending on the number of attractively priced companies and the level of the fund manager’s conviction. The Fund price is reported in Hungarian Forint but the underlying currency exposure is matching the various currencies of the emerging market universe.

Downloads

• Monthly factsheet