The OTP Dividend closed-end, non-diversified mutual investment fund, which commenced operations in January 2026, has successfully completed its first investment period.
During the period from 12 January to 13 July 2026, the Fund delivered an annualized return of 16.7%, demonstrating strong performance for its investors.
Dividend distributions were made on 15 July 2026.
We invite investors to join the Fund and benefit from the opportunity to receive regular passive income throughout the investment period.
Key features of the OTP Dividend Fund
- Regular cash flow – investors receive dividend payments according to a predefined distribution schedule.
- Tax advantages – dividends are taxed at 9% personal income tax (PIT) plus a 5% military levy, instead of the standard 23% tax rate, allowing investors to retain a higher net return.
- Moderate risk profile – the Fund is designed for investors who value stability and controlled portfolio volatility.
- Professional asset management – OTP Capital’s investment team continuously monitors market conditions and adjusts the portfolio to maintain an appropriate balance between return potential and risk.
The expected annual return for the new investment period is 16%.
How to invest
You can become an investor in the OTP Dividend Fund online through the KINTO investment platform. The platform enables investors to complete the entire investment process remotely, sign all required documents electronically, and monitor their portfolio in real time.
Alternatively, you may visit any OTP Bank branch to receive investment advice and subscribe to the Fund.
OTP Dividend is designed for investors who value regular income, financial discipline, and a predictable cash flow.
OTP Capital transfers dividend payments to the Depository Department of OTP Bank. Dividend distributions to investors are processed by OTP Bank in accordance with its internal procedures.
