OTP INDEKSNI

  • High Risk
  • Recommended investment term 5 years or longer
I want to invest
Equity fund that invests within the Croatian equity market

The OTP index fund is a passively managed equity fund, and by definition belongs to a group of open end investment funds with public offer (UCITS fund). The fund monitors the index of the Zagreb Stock Exchange CROBEX, and provides exposure to the largest and most liquid Croatian companies.

Here you can find the current composition of the CROBEX index.


Denomination of the fund is in Croatian kuna (HRK).


 

For whom the fund is intended for?

  • The fund is intended for investors who are willing to take high risk, have a significant capital gain and want to achieve high growth of their investments. Accordingly, the assets in which the fund invests are highly volatile, especially in the short term, and will achieve their expected return in the longer term
  • The recommended investment time in the fund is 5 years, which means that it is suitable for investors who are unlikely to need the invested funds within that period
  • Technical characteristics
  • Chart
  • Fund documents
  • Tabular unit prices display

Technical characteristics

Currency of denomination : HRK
First payment to the Fund: minimum 1.000 HRK (one thousend kunas)
Next payments: minimum 100 HRK (one hundred kunas) provided that the investor has not withdrawn the initial investment)
Commencement of the Fund: 15.10.2007.
Management fee (annually): 0,85% of the total assets of the Fund
Entry fee:
Investment size Commission (%)
up to 75.000,00 kuna unitll 31.08.2022 without entry fee; otherwise 1,00
from 75.000,01 kuna up to 200.000,00 kuna unitll 31.08.2022 without entry fee; othrtwise 0,50
from od 200.000,01 kuna 0,00
Exit fee:
Investment period Commission (%)
up to 3 (three) months 2,00
from 3 (three) months to 12 (twelve) months 1,00
from 12 (twelve) months to 24 (twentyfour) months 0,50
from 24 (twentyfouri) mjeseca 0,00
Deposit bank: OTP banka d.d.
Deposit bank fee (annually): 0,15% of the total assets of the Fund
Initial unit price 100,00 HRK

For more information on how to place a standing order in the internet banking application of OTP Banka ELEMENTA, click on the following link. For all those who do not have the ELEMENTA application activated, they can place a standing order in all OTP Bank branches.

Tabular unit prices display

You can invest in OTP Invest funds on following ways

Please select one of the following options:
In one of the OTP bank branches Select
Through ELEMENT@ Internet banking for citizens Select
On your own Select
Through ELEMENT@ Internet banking for legal entities Select

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