\n\u00cen ceea ce prive\u015fte OTP Global Mix, datorit\u0103 politicii flexibile de investi\u0163ii, managerii de fond au creat o structur\u0103 diversificat\u0103 a portofoliului, format\u0103 din ac\u0163iuni locale \u015fi interna\u0163ionale, c\u00e2t \u015fi din obliga\u0163iuni corporative. Managerii de portofoliu au mizat pe cre\u015fterea dob\u00e2nzii de referin\u0163\u0103 din SUA, investind \u00een obliga\u0163iuni corporative cu dob\u00e2nd\u0103 variabil\u0103, cum ar fi cele emise de Goldman Sachs, Morgan Stanley, Wells Fargo, Ford etc.<\/p>\n
\n\u00cen plus, aprecierea USD fa\u0163\u0103 de Euro a adus cre\u015fteri \u00een portofoliu. \u00cen zona ac\u0163iunilor, din 29 de companii de\u0163inute la final de an, 26 au \u00eenregistrat cre\u015fteri fa\u0163\u0103 de pre\u0163ul de achizi\u0163ie. Sectoarele companiilor care au adus cea mai mare performan\u0163\u0103 sunt: construc\u0163ii (ex: Porr, Vinci), financiar (ex: Citi Bank, Banca Transilvania, BRD), farmaceutic (ex: Pfizer, AbbVie), IT&C (ex: Apple, Alphabet, Samsung, Microsoft), bunuri discre\u0163ionare (ex: Louis Vuitton Moet Hennessy, Whirlpool, Daimler), industrie (ex: Boeing).<\/p>\n
\nPortofoliul fondului OTP Premium Return este bazat pe plasamente flexibile \u00een ac\u0163iuni, obliga\u0163iuni, certificate index, c\u00e2t \u015fi instrumente ale pie\u0163ei monetare, cu scopul de a ob\u0163ine performan\u0163e pozitive indiferent de mi\u015fc\u0103rile pie\u0163elor financiare, pe termen de cel putin 1 an. Managerii de portofoliu care administreaz\u0103 fondul au construit strategia acestuia pe baza unui portofoliu de companii de tip value (care prezint\u0103 valoare intrinsec\u0103 subevaluat\u0103 de pia\u0163\u0103). Printre acestea se g\u0103sesc companii din sectorul IT&C (ex: Apple, Alphabet), farmaceutic (ex: Pfizer, Roche, Johnson&Johnson), bunuri de consum (ex: Whirlpool). De asemenea, pentru cre\u015fterea diversific\u0103rii portofoliului, fondul a fost expus pe o serie de ETF-uri. Acestea urm\u0103resc performan\u0163a celor mai mari 50 de companii din lume, dar \u015fi performan\u0163a companiilor cu capitalizare mic\u0103 din SUA. Managerii au mizat \u015fi pe c\u00e2teva companii rom\u00e2ne\u015fti care s-au aflat printre cele mai bune pl\u0103titoare de dividend \u00een 2016 (ex: Conpet, Romgaz, Transgaz).<\/p>\n
\nO performan\u0163\u0103 remarcabil\u0103 a \u00eenregistrat \u015fi fondul OTP AvantisRO, bazat pe investi\u0163ii preponderent \u00een ac\u0163iuni rom\u0203ne\u015fti listate la Bursa de Valori Bucure\u015fti. OTP AvantisRO a ob\u0163inut un randament de 7.59% \u00een 2016, miz\u0203nd pe investi\u0163ii \u00een companii solide, cu o politic\u0103 constant\u0103 de dividend.<\/p>\n
\n\u201ePornind de la profilul de risc mediu al investitorilor \u00een fondurile OTP Asset Management Rom\u0203nia, echipa noastr\u0103 de investi\u0163ii are ca obiectiv maximizarea profitului generat \u00een condi\u0163ii de risc c\u0203t mai sc\u0103zut. Datorit\u0103 filozofiei investi\u0163ionale prudente, \u00een unele momente, managerii de portofoliu pot alege s\u0103 sacrifice o parte din c\u0203\u015ftigul poten\u0163ial, pentru a diminua riscurile posibile. Abordarea noastr\u0103 este una pe termen lung, caut\u0203nd continuu s\u0103 identific\u0103m \u015fi s\u0103 aducem valoare pentru clien\u0163ii no\u015ftri.\u201d, declar\u0103 Dan Popovici, CEO OTP Asset Management Rom\u0203nia SAI S.A..<\/p>\n
\n <\/p>\n
\n <\/p>\n","protected":false},"excerpt":{"rendered":"
Dou\u0103 fonduri administrate de OTP Asset Management Rom\u00e2nia \u2013 OTP Global Mix \u015fi OTP Premium Return \u2013 au \u00eenregistrat cele mai bune randamente din pia\u0163\u0103, \u00een 2016, conform statisticilor Asocia\u0163iei Administratorilor de Fonduri \u2013 AAF. OTP Global Mix, un fond multi-asset flexibil, a ob\u0163inut \u00een 2016 un randament de 7.97%, pe c\u00e2nd OTP Premium Return, un fond de strategii inovative de tip Absolute-Return (ARIS), a ob\u0163inut un randament de 4.14%. <\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[510],"tags":[7172,7826,7327,10412,201,246,7458,8789,7148,22346,149,7217,369,18651,9105,60,16978,7286,8351,98,425,7222],"class_list":["post-142226","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-actiuni","tag-administrare","tag-administratori","tag-asociatie","tag-companii","tag-crestere","tag-dobanda","tag-fond","tag-fonduri","tag-inregistrare","tag-investitii","tag-management","tag-obligatiuni","tag-obtinere","tag-otp-bank","tag-piata","tag-portofoliu","tag-randament","tag-randamente","tag-romania","tag-statistica","tag-strategii"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/142226","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=142226"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/142226\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=142226"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=142226"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=142226"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}