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.

Fund’s characteristics and objectives:

Payment of investment without loss at the end of the investment period (principal protection),
Realisation of yield from interest-bearing portfolio segment and investment into option,
Predetermined investment period.

Whom is OTP Multi Fund intended for?

Investors who are willing to make mid-term investments,
Investors who wish to have the option of return of principal without reduction upon termination of the Fund, yet who also wish to assume capital market exposure up to a certain extent (invest part of assets in capital markets),
Investors who wish to preserve the value of their stake in euro currency.

Investment objectives and strategy

The Fund invests in the following securities:

Debt securities issued by the Republic of Croatia,
Deposits held with financial institutions,
Call option on investment funds,
Investment funds registered in the European Union, which predominately invest in low-risk debt securities,
Debt securities issued by the local government unit, regional government unit or a legal entity within the EU.

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