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Specialized equity fund “OTP Equity Fund”
  • General information
  • Prospectus of the fund
  • Standing order of the fund
  • Investment declaration of the fund
  • Figures
  • Official Financial Statements
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    Specialized equity fund “OTP Equity Fund”

    The fund “OTP Equity Fund" created for investors who wish to obtain a high yield with risk above average, but not limited in terms of investment. Fund's portfolio are made up of companies shares with the highest growth potential. Active portfolio management strategy and flexible combination of promotional component with highly money market instruments provides investors the opportunity at any time to return on investment without loss of yield.

    Terms of investing in the fund “OTP Equity Fund”

    • Total amount of investment certificates – UAH 70 000 000.
    • Nominal value of investment certificate – UAH 1.
    • Investors of the fund – individual clients and legal entities.
    • Fund created – March 16, 2010.
    • Period of validity of the fund – not limited.
    • Buying and redemption – every working day.
    • Minimum amount of investing – UAH 20 000.
    • Opening and maintaining of securities account: 750 UAH (one-time payment), no charge for Premium and Private Banking clients of OTP Bank.
    • Investments accepted only in UAH.
    • Purchase commission: UAH 200.
    • Redemption commission: 1% of the total nominal value of investment certificates (minimum of UAH 400; maximum of UAH 2000).

    Approximate assets structure

    • Equities – up to 90%;
    • Bank deposits – up to 50%.

    The current structure of the assets and the results of the Fund

    Necessary documents for purchase / redemption of investment certificates

    • Passport;
    • Certificate on the individual number of the taxpayer.

    You can find prospectus of "OTP Equity Fund" at the location of LLC "AMC "OTP Capital": 28D Fizkultury St., Kyiv, Ukraine 03680 or online

    To get initial consultation from a bank manager and to choose the most convenient branch for you, please call 24/7 OTP Bank information center:

    • (044) 490 05 00, (044) 290 92 05 (phone in Kyiv)

    You can find prospectus of "OTP Equity Fund" at the location of LLC "AMC" OTP Capital": Str. Kutuzov, 12 or online

    The License of the National Commission on Securities and Stock Market issued to “AMC “OTP Capital” LLC for professional activity on the stock market - institutional investors‘ asset management №АД 075876, date of issue: 28.09.2012, valid: 29.09.2012 – unlimited.

    Warning: the value of fund securities can increase or decrease. Fund performance results in the past do not guarantee the same performance results in the future. “AMC “OTP Capital” LLC does not guarantee returns of investment instruments mentioned in these materials. The state does not guarantee the profitability of investments in mutual funds. Before the purchase of an investment, certificate or share of the fund read carefully the prospectus of the fund.



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