OTP Stratégiai Euró Kötvény Alap

pubilc, open end, bond fund

Inception: 29.11.2023.

Portfolio managers

Investment policy, about the portfolio

The fund’s objective is to achieve return above the set minimum return target, while keeping volatility at modest levels. The fund aims to provide access to the euro hard currency fixed income universe; thus, the predominant risk exposure is the European Union. The fund is actively managed and its advantage is an unconstrained strategy to asset allocation, which enables the execution of an all-weather approach within the fixed income universe. The fund can take on leverage and may apply derivative positions.

Downloads

• Monthly factsheet