Mutual Invest Fund “OTP Invest+” - OTP Capital
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Mutual Invest Fund “OTP Invest+”
  • General information
  • Prospectus of the fund
  • Standing order of the fund
  • Investment declaration of the fund
  • Fund activity indicators
  • Official Financial Statements
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  • Funds indicators and official rates of currency
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    Mutual Invest Fund “OTP Invest+”

    "OTP Invest+" – an alternative to one-year deposits in UAH. The Fund designed for investors, who prefer to get a higher yield than deposit at low risk. Fund is well proven, by showing excellent results in the past periods:

    Year Annualized return
    2013 28,2%
    2014 30,5%
    2015 32,8%
    2016 24,6%

    Read more about results…

    Terms of investing in the fund “OTP Invest+”

    • Investors of the fund – individual clients and legal entities.
    • Total issue amount – UAH 30 000 000.
    • Nominal value of investment certificate – UAH 100.
    • Minimum investment amount – UAH 50 000.
    • Full period of validity of the fund – 10 years (till 10.10.2024).
    • Investment period – 1 year.
    • Terms of purchase – December 4-27, 2017.
    • Terms of redemption – December 3-7, 2018.
    • Opening and maintaining of securities account – 750 UAH (one-time payment), no charge for Premium and Private Banking clients of OTP Bank.
    • Purchase commission: UAH 200.
    • Redemption commission: 1% of itotal nominal value of investment certificates (minimum of UAH 400; maximum of UAH 2000).
    • All transactions are carried out only in UAH (local currency).
    • Income tax: 18% + 1.5% military tax.

    Approximate assets structure

    • Internal sovereign bonds – up to 90%;
    • Raiffeizen Bank Aval shares – up to 10%.

    To learn more about in«OTP Invest+» please contact one of the OTP Bank branches or call: (044) 492 34 69.

    To read the prospectus of the MIF«OTP Podviynyi Rezultat» please visit OTP Capital: 28D Fizkultury St., Kyiv or

    Mutual non-diversified closed-end investment fund "OTP Invest +" of LLC "AMC "OTP Capital", code: 23200292. MIF registration: #00292, issued: 10.10.2014, valid – 10 years after registration.

    «AMC «OTP Capital» LLC, the License of NSSMC AD № 075876 from 28.09.2012 issued to LLC «AMC «OTP Capital» for professional activity on the stock market – institutional investors’ assets management, valid: 29.09.2012 – unlimited.

    Note: the profitability of investments made on financial market can increase or decrease. Funds’ 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.



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