OTP Capital officially launches sales of the new OTP Dividend fund starting January 12, 2026.
The Closed-End Non-Diversified Mutual Investment Fund OTP Dividend is designed for investors seeking regular income, a predictable investment strategy, and a moderate level of risk, combining reliable instruments with professional asset management.
Investment Strategy
The investment strategy of the OTP Dividend Fund is primarily based on investments in fixed-income instruments, including UAH-denominated government bonds (OVDPs).
This approach ensures a predictable investment outcome and enables regular dividend payments to investors twice a year.
Key Features of the OTP Dividend Fund
- Regular cash flow: investors receive dividends according to a predefined schedule
- Tax advantages: dividends are taxed at 9% personal income tax + 5% military levy (instead of the standard 23%), allowing investors to achieve a higher net return
- Moderate risk profile: the fund is tailored for investors who value stability and controlled volatility
- Professional management: the OTP Capital team continuously analyzes market conditions and adjusts the portfolio to maintain an optimal balance between return and risk
Fund Characteristics
- Minimum investment: UAH 100,000
- Purchase and redemption of investment certificates: twice a year
- Optimized tax burden
- Stable and predictable income with dividend payments twice a year
Risk Management
The fund’s risk management framework is designed to ensure result stability. The OTP Capital team monitors the portfolio on a daily basis, adheres to limits on instruments and issuers, conducts stress testing, and adjusts the investment structure when necessary.
How to Invest
You can become an investor in the OTP Dividend Fund online — quickly and conveniently via the KINTO investment platform.
The platform allows you to complete the investment process remotely, sign documents online, and monitor your portfolio in real time.
Alternatively, you may contact any OTP Bank branch for a consultation and assistance with completing your investment.
OTP Dividend — income that works on schedule.
