OTP Global Opportunities Fixed Income Fund
Open-ended, public, international, bond fund
Presentation of the fund
A bond fund that invests globally, with a particular focus on the bond and foreign exchange markets of emerging markets.
For whom and for how long investment horizon is it recommended?
We recommend this fund for achieving long-term financial goals and building a portfolio to anyone who expects a return on their investments based on the performance of global bond markets, particularly the credit and foreign exchange markets of emerging economies.
The recommended minimum investment horizon is 5 years.
Benchmark
- 60% EMBI Core Index (Bloomberg ticker: JPEICORE Index)
- 40% EUR Aggregate Treasury 5–7 Years Index (Bloomberg ticker: LET5TREU Index)
Objective of the fund
The fund’s objective is to achieve attractive long-term returns through a combination of regular income and capital appreciation. To this end, it capitalizes on investment opportunities in global bond and foreign exchange markets, with a particular focus on emerging markets.
Investment policy
The fund invests at least 85% of its assets in bonds and other debt securities issued worldwide, including those from emerging and frontier market issuers. The fund employs a flexible investment approach, allowing it to hold securities with varying maturities, currencies, and credit ratings, while high-yield bonds and various forms of collective investment schemes may also play a role in the portfolio.
Key Information Document