OTP Expert – an equity investment fund, which is recommended for investors who have a medium to high risk level, and pursue capital growth based on a stock market exposure.
OTP Expert will invest up to a maximum of 95% of its assets in shares, and the remainder will be invested in fixed income, money market and financial instruments.
The fund can be accessed exclusively via the distributor OTP Asset Management Romania SAI SA, and the adhesion-subscription/redemption operations are carried out only at the company’s headquarters.
The objective: The fund aims to increase the capital on the long term.
The initial investment is the equivalent value of 1 fund unit, and the subscription fee. The minimum mandatory amount for subsequent subscriptions is of 10.000 Ron.