Investment opportunities from OTP Group: "OTP Invest+" started the period of annual investment attraction
In December, OTP Capital and OTP Bank announced an annual period of attracting new investments to "OTP Invest+". The main purpose of investment funds is to provide clients with yield higher than deposit, reduce risks through assets’ diversification, and offer a lower lump sum for entering investment in comparison to direct investment in G-bonds and other securities.
The investment strategy of "OTP Invest+" for the next year will include investing in domestic government bonds – 60% of the fund, 30% – in bank deposits, and the rest 10% in the Raiffeisen Bank Aval securities, which show a steady growth and provide a high level of dividends. Generally, such a strategy can bring up to 17% per annum under current economic conditions.
The period of investing in "OTP Invest+" is 1 year with the possibility of annual investment prolongation, this allows to postpone tax payments and to capitalize profit. It has been formed the pool of investors during the period of fund's existence, who uses this fund for long-term capital accumulation. This year and for the first time the fund will offer an additional redemption period in the middle of the investment term, in June.
"OTP Invest+" is a fund designed for those who want to get higher yield, but are not ready to risk their own capital too much. We will form a portfolio of conservative instruments, like G-bonds and deposits. At the same time, we aim to earn higher yield for our clients in comparison to standard bank deposits rates. Investment in mutual funds and other securities is a common practice in the whole world. And we are aiming to bring this good practice to Ukrainian market", says Vitaliy Dyshlovy, Head of Sales and Marketing Department of AMC "OTP Capital".
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.
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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.