"OTP Capital" conducted buy-out of "OTP Invest+" mutual fund securities from investors, who decided to leave the fund at the end of 2015. Last year the company increased clients’ savings fund reached 32.8% of yield, which significantly exceeds average bank deposit rates for the same period.
"Most of investors decided to extend the period of investment for the next year, the reason for this is our portfolio management approach which showed excellent results since 2012. We expect that our efforts will make it possible to reach more than 25% of yield in 2016", - said Vitaliy Dyshlovy, Head of Sales and Marketing Department of "OTP Capital".
"OTP Invest+" fund is categorized as «absolute return fund» with strategy that aims to maximize yield for investors regardless of trends on the stock or money markets. The fund’s strategy is based on conservative fixed income instruments – government bonds and bank deposits. The fund’s strategy was proven by showing excellent results in the previous periods: +28.2% in 2013 and +30.5% in 2014.
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 3 non-state pension funds. Total assets under management – over UAH 260 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 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.