Fund “OTP Invest+” has earned 24.6% of annual return

 

Mutual fund “OTP Invest+” sums up its annual results and gives its clients an opportunity to redeem their securities if necessary. In conditions of government bond prices growth delay in fund’s portfolio, banking system liquidity reduction and currency market destabilization AMC ”OTP Capital” managed to increase “OTP Invest+” annual return to 24,6%, which is higher than average bank deposit rates.

“Our portfolio management approach showed excellent results since 2012. That is the reason why we have many clients, who permanently have a certain part of their capital in this fund. At the times of deposit rates decline we can earn more for our clients – we expect that our strategy will make it possible to reach about 19% of annual yield next year", - said Vitaliy Dyshlovy, Head of Sales and Marketing Department of AMC "OTP Capital".

"OTP Invest+" is an alternative to one-year deposit in UAH. The fund is designed for investors, who prefer to get a higher yield than bank deposit at low risk. The fund’s assets mainly consist of government bonds as well as bank deposits and other money market instruments. This strategy had proven itself by showing excellent results in the previous periods: +28.2% in 2013, +30.5% in 2014 and +32.8% in 2015.

From 5th till 23rd of December 2016 the period of attracting new investments in “OTP Invest+” is taking place.

To learn more about “OTP Invest+” and other “OTP Capital” mutual funds please contact one of OTP Bank branches, visit www.otpcapital.com.ua or call 044 492 34 69.

Asset management company OTP Capital was established in July 2007 and became the second after OTP Bank representative of OTP Group 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 of the collective investments market. AMC OTP Capital manages 6 public mutual funds, 3 venture funds, reserves of insurance companies and 2 non-government pension funds. Total assets under management: UAH 306.6 mln.

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.

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.

Published: 07.12.2016