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OTP Group offers to the clients to invest money to investment funds under the management of Asset Management Company OTP Capital.
Asset Management Company OTP Capital was founded in July 2007. Founders of OTP Capital are Ukrainian OTP Bank and Hungarian Asset Management Company OTP Fund Management.
In September 2007 OTP Capital has obtained a License of the State Commission for Securities and Stock Exchange to provide management of assets of institutional investors.
Securities of the followings investment funds are offered to the clients:
Mutual investment fund «OTP Classic»
«OTP Classic» offers to the clients combination of high liquidity of investments and conservative strategy of investing.
«OTP Classic» is open-end diversified investment fund. Purchase and redemption of certificates of fund provided every working day. Assets of the fund are investing to fixed income and money market instruments: bonds and deposits mainly.
Find the performance of the fund for the previous periods here.
You can also register for consultation with bank’s professional by filling up next form.
Terms of investing to «OTP Classic»:
- Investment certificates of the fund are distributed publicly.
- The investors of the fund are individual clients and legal entities.
- Period of validity of investment fund – unlimited.
- Total issue amount – UAH 50 000 000.
- Minimum investment - 1 certificate.
Mutual investment fund «OTP Balanced»
«OTP Balanced» makes it possible for investors to control liquidity of the investments. «OTP Balanced» is interval diversified investment fund. Purchase of certificates of the fund is provided every working day, redemption – quarterly. The quarterly intervals of fund give possibility to invest money in more long-term assets. For investors of the fund it means possibility to get a higher profit. Assets of the fund are investing to equities of companies, which are traded most often, and also in bonds, deposits and precious metals.
Find the performance of the fund for the previous periods here.
You can also register for consultation with bank’s professional by filling up next form.
Terms of investing to «OTP Balanced»:
- Investment certificates of the fund are distributed publicly.
- The investors of the fund are individual clients and legal entities.
- Period of validity of investment fund – 7 years.
- Total issue amount – UAH 50 000 000.
- Minimum investment - 5 certificates.
Corporate investment fund «OTP Dynamic»
Purpose of activity of fund «OTP Dynamic» – to provide maximum increase of capital for investors. «OTP Dynamic» is close-end non-diversified fund. Purchase of fund’s securities is provided every working day. Redemption of fund’s securities will be available after expiring of the fund’s term or by trading at the market. 70% of funds money is investing to equities with the greatest potential of growth in a long-term period.
With detailed information about the fund you can familiarize here.
You can also register for consultation with bank’s professional by filling up next form.
Terms of investing to «OTP Dynamic»:
- Equities of investment fund are distributed publicly.
- The investors of the fund are individual clients and legal entities.
- Period of validity of investment fund – 5 years.
- Total issue amount – UAH 50 000 000.
- Minimum investment - 1 equitie.
«OTP Equity Fund» - mutual open-ended diversified investment fund
«OTP Equity Fund» focused on active investment strategy. Targeted portion of stocks in investment portfolio is nearly 70%, which allows to gain income realizing potential of domestic stock market, at the same time keeping certain level of flexibility when building investment portfolio in order to protect assets in periods of stock market correction.
You can also register for consultation with bank’s professional by filling up next form.
Terms of investing «OTP Equity Fund»
- Equities of investment fund are distributed publicly.
- The investors of the fund are individual clients and legal entities.
- Period of validity of investment fund – not limited.
- Total issue amount – UAH 70 000 000.
- Nominal value of investment certificate – UAH 1.
- Minimum investment - 500 certificates.
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