The new placement of OTP Invest+ fund has started
In December, OTP Capital traditionally summarizes the results of the previous year and opens a new period of investment attracting to the “OTP Invest+” fund. The fund belongs to the category "absolute return fund", the purpose of which is to obtain high returns at low risk through the use of the most profitable instruments of the stock market. This fund strategy has proven itself in the previous periods and once again confirmed its effectiveness in 2019, bringing investors more than 17% yield per annum.
New and existing investors may increase their investments and purchase investment certificates of “OTP
Invest+” until December 27, 2019. The investment conditions are simple: the minimum amount of investment is UAH 50 000, the investment period is 1 year. At the same time, there is a possibility of an annual extension of the investment term, which allows postponing taxes payment and earning additional profit from interest capitalization.
The investment strategy of “OTP Invest+” for the next year foresees investing up to 55% of the fund's assets in domestic government bonds, up to 35% in bank deposits and another 10% in Raiffeisen Bank Aval shares, which show a steady increase and high level of dividends.
“We expect the downtrends on all instruments will continue in the next year. Anticipating such a decline, we prepared for the new investment period of “OTP Invest+” and provided advance availability of high yield bonds and high interest rate deposits in our portfolio. Balanced portfolio of liquid and high-yield instruments will provide investors with profit in the next period”, – says Yuriy Oleksienko, Head of Investment 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.