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
- currency denomination: EUR
- minimum initial investment: EUR 100.00, each subsequent minimum investment EUR 10.00
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
Find out more about funds HERE.