Conservative strategy of "OTP Classic" resulted in 15.3% yield

 

In 2017, open-end fund "OTP Classic" under management of "OTP Capital" asset management company brought 15.33% of yield to its investors. OTP Classic is a specialized money market fund, which invests in the most conservative instruments – bank deposits and government bonds. The term of investment in this fund is not limited and it is possible for investors to withdraw their capital at any time.

"Money market funds are keystones of any investment portfolio around the world. This is the most conservative and stable type of mutual funds, which corresponds to the risk level of bank deposits. Under the current conditions in Ukraine, at the time of lowering deposit rates, money market fund is a good tool for receiving returns higher than on the deposits, with the same level of risk. OTP Classic is an open-end fund that gives its investors absolute liquidity and can be compared with deposit with free withdrawal and replenishment," said Vitaliy Dyshlovy, Head of Sales and Marketing Department of AMC “OTP Capital”.

Mutual funds are the simplest investment tool, whose main goal is to collect capital of many people together and effectively invest it. Investors of a fund are owners of all fund’s assets on the rights of joint ownership. Their participation is confirmed by ownership of investment certificates of a fund. The fund has all the necessary instruments for effective investments: professional asset managers, analysts, risk management systems, moreover, sufficient resources for large-scale diversification, which means investing in dozens of different financial instruments in order to reduce risks. The value of a fund and its securities are increased by income from investment activities. Investors fix their profits by capital withdrawal, when they sell their securities at a current market price.

To learn more or to invest in "OTP Classic” or other funds under management of “OTP Capital” please contact one of OTP Bank branches.

To find more information 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 individuals and corporate clients and is one of the leaders of the collective investments market. AMC OTP Capital manages 6 public mutual funds, 5 venture funds, reserves of insurance companies and 3 non-government pension funds. Total assets under management: UAH 1.2 bln.

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: 06.02.2018