OTP Equity Fund generated 45% yield in 2017
In 2017, “OTP Equity Fund” under management of OTP Capital yielded 45.24%. Shares of Ukrainian enterprises in the fund’s portfolio formed the main income of the fund. In particular, the most high-yielding investments were shares of Raiffeisen Bank Aval, Donbasenergo and Myronivsky Hliboproduct.
"Ukrainian stock market has been actively growing during the last two years, which is the result of national economy stabilization and also corresponds to world trends. Taking into account the tendency of deposit rates lowering, investors are more and more interested in OTP Equity Fund in order to increase their savings. We expect that the recovery of stock market will continue in 2018, and investors will benefit from this", said Vitaliy Dyshlovy, Head of Sales and Marketing Department of AMC “OTP Capital”.
"OTP Equity Fund" is the open specialized equity fund. It has the maximum yield potential in the period of stock market growth due to investing most of its assets in shares of Ukrainian companies. Another part of assets is invested in bank deposits with the aim to generate profit when stock market is flat, as well as to reduce risks if stock prices are decreasing. OTP Equity Fund has absolute liquidity – investors have an opportunity to withdraw investments and fix returns at any time, while no minimum or maximum investment periods set.
Note: the profitability of investments made on financial market can increase or decrease. Fund performance results in the past do not guarantee the same performance results in the future. The state does not guarantee the profitability of investments in mutual funds. AMC OTP Capital LLC does not guarantee returns of investment instruments mentioned in this material.
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AMC OTP Capital LLC was established in July 2007 by the Ukrainian OTP Bank (9.9%) and the Hungarian Asset Management Company OTP Fund Management (90.1%), and became the second OTP Group representative after OTP Bank in Ukraine.
The company provides a wide range of high quality investment services to both corporate clients and individuals, and is one of the leaders in the mutual investment market. AMC OTP Capital manages seven public investment funds, eight venture funds, assets of insurance companies, as well as four non-governmental pension funds, including the largest non-governmental pension fund in Ukraine – Open Pension Fund “OTP Pension”, the FreeFlight Monetary Fund and the Magistral Pension Fund for railway and transport construction staff. There is UAH 4.1 billion of its assets under management.
Public 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.