Investment funds managed by OTP Invest

Investment funds managed by OTP Invest

OTP Invest d.o.o. is a fund management company where OTP banka Hrvatska holds a stake of 74.33% and OTP Alapkezelo Zrt. from Hungary holds 25.67%.

The basic activity of OTP Invest is establishment and management of UCITS funds and alternative investment funds.

OTP Invest currently manages five open-end investment funds with public offerings, and with different management strategies: from conservative money funds (OTP start fund, OTP e-start fund), a balanced fund (OTP Balanced Fund), equity funds (OTP Meridian 20 Fund, OTP Index Fund), a structured UCITS fund (OTP Multi Fund), and two open-end alternative funds (OTP Favorit and OTP Optimum).

For more information visit www.otpinvest.hr

OTP Money Fund
Fund with exceptionally conservative investment structure and low risk level.
OTP e-start fund
Fund with exceptionally conservative investment structure and low risk level.
OTP Balanced Fund
Fund with moderate risk investment strategy
OTP Index Fund
According to its features and nature, OTP Index Fund is a stock fund, which means that it prevailingly invests into stock, and is therefore a high-risk fund.
OTP Meridian 20 Fund
According to its features and nature, OTP Meridian 20 Fund is a stock fund, which means that it prevailingly invests into stock, and is therefore a high-risk fund.
OTP Multi Fund
According to its features and nature, OTP Multi Fund is a structured UCITS fund with principal protection; its objective is to realise as high as possible capital yield on the principal whilst ensuring principal return without reduction upon termination of the Fund.
OTP Optimum Fund
According to its features and nature, OTP Optimum Fund is an open-end alternative investment fund with public offering and principal protection; its objective is to realise as high as possible capital yield on the principal whilst ensuring principal return without reduction upon termination of the Fund.