OTP Balanced Fund


This is a fund of moderately risky investment structure.

Fund’s characteristics and objectives

  • High yield over a moderately long investment period (3 to 5 years),
  • Focus on the Croatian stock market,
  • Balancing any unit price oscillations with the bond portion of the portfolio.

What do you get by investing into OTP Balanced Fund?

  • Longer investment term, possibility of higher yield due to exposure to the stock market, whilst keeping the invested funds available,
  • Taking advantage of longer positive effects on the prices of financial assets due to Croatian membership in the European Union,
  • Long-term and less conservative investment strategy, equally dispersing the total investment into shares and bonds.

For additional information and clarification of any questions about OTP Balanced Fund, please visit OTP Invest site or the nearest OTP banka branch.