Start of sales of the OTP Invest+ Fund by OTP Capital

On the New Year’s Eve, OTP Capital offers to invest in the OTP Invest+ Fund. The foundation started in 2014 and proved to be trustworthy since then.

The new placement period starts on December 1, 2021 and lasts until January 14, 2022. The minimum recommended investment amount is UAH 100,000. The investment period is up to 1 year. The tax rate is an additional advantage of the fund, as starting this year, the income comes in the form of dividends and taxed at half the tax rate – 9% instead of 18% PIT, unlike the traditional investment income.

The conditions for investing in the fund are quite simple. You need to open an account in securities and buy securities of the fund, which will be stored in this account. In addition, opening and servicing a securities account is free of charge for the clients of OTP Bank PREMIUM and PB segments. Such benefits are the result of group OTP-collaboration.

The fund is committed to the absolute-return strategy that makes it possible to obtain a potentially high profit at a low level of risk regardless of trends in the stock or money markets.

The fund’s portfolio is reviewed for each investment period and is formed depending on the market trends. However, the fixed income instruments, including government and corporate bonds, remain major class of the fund’s assets from year to year; stocks sometimes are included as well.

This year, the fund’s portfolio consists of 75% of the government bonds and 25% of the corporate bonds. Such combination of financial instruments and their prompt trading will ensure the fund’s yield to be slightly higher than for the government bonds offered.

More details on the conditions of investing, terms of placement and results of the fund are on the fund page “OTP Invest+”. Leave a request to contact you for a more detailed consultation on the website

Asset management company OTP Capital was established in July 2007 and became the second after OTP Bank representative of OTP Group in Ukraine. The company provides a wide range of high quality investment services to both individuals and corporate clients and is one of the leaders of the collective investments market. AMC OTP Capital manages 6 public mutual funds, 7 venture funds, reserves of insurance companies and 3 non-government pension funds. Total assets under management: UAH 1.8 bn.

Joint stock company OTP Bank is one of the largest domestic banks, a recognized leader in the financial sector of Ukraine. The Bank provides a full range of financial services to corporate and private customers, as well as to small and medium enterprises. The Bank entered the Ukrainian market in 1998, and since then it enjoys a staunch reputation of socially responsible, reliable and stable institution providing its consumers with services of European quality standard. Its absolute owner is the largest Hungarian Bank OTP Bank Plc.

Note: the profitability of investments made on financial market can increase or decrease. Fund performance results in the past shall not guarantee the same performance results in the future. The government shall not guarantee the profitability of investments in mutual funds. AMC OTP Capital LLC shall not guarantee returns of investment instruments indicated therein.

Other news

Every year In September, OTP Capital together with OTP Bank traditionally offer their clients a compatible “hybrid” financial product –...
Read more
The Double Result deposit is highlighted by the combination of two instruments with different investment periods: a 3-month deposit with...
Read more
The social initiative was introduced for us and our partners, the companies ready to support less but not the least...
Read more