The OTP Maximum mutual investment fund managed by OTP Capital has surpassed UAH 200 million in assets under management (AUM) less than a year after its launch.For a newly established fund, this milestone marks an important stage of development, reflecting the effectiveness of its investment strategy, a strong market debut, and growing investor interest in professionally managed investment solutions.
The Fund was launched in September 2025 as an investment solution for investors seeking to benefit from active portfolio management and gain access to domestic alternative investment opportunities.
Its investment strategy is built on an adaptive portfolio management approach, enabling the Fund to respond promptly to changes in economic conditions and market dynamics.
Why active management is becoming increasingly important
Financial markets are constantly evolving. Decisions by the National Bank of Ukraine, changes in government bond yields, inflation expectations, currency market movements, and the emergence of new investment opportunities all affect the relative attractiveness of different asset classes.
In such an environment, success increasingly depends not only on selecting individual financial instruments but also on the ability to adjust an investment portfolio in response to changing market conditions. This is the core principle behind OTP Maximum.
Unlike passive investment approaches, active management involves continuous market analysis and the flexibility to adjust the portfolio in line with evolving opportunities and risks. This allows the Fund to capitalize more effectively on changing market conditions while identifying additional sources of potential return.
What investors gain
The Fund combines professional asset management with a flexible investment approach. In particular, OTP Maximum offers:
- daily calculation of net asset value (NAV) and transparent operations;
- adaptive portfolio construction;
- investments in domestic alternative financial instruments with potentially attractive return prospects;
- flexible subscription and redemption terms for investment certificates.
This approach enables investors to entrust their capital to an experienced investment team while maintaining the flexibility to make their own investment decisions when needed.
A strong first year
Reaching UAH 200 million in assets under management less than a year after launch demonstrates strong investor demand for modern investment products that combine professional management, flexibility, and the ability to respond quickly to changing market conditions.
For OTP Capital, this milestone also validates the Fund’s development strategy—creating an investment solution focused on long-term capital growth through active management and effective use of opportunities in Ukraine’s domestic financial market.
