Investment funds administered by OTP Asset Management Romania

Investment funds administered by OTP Asset Management Romania

Discover the investment funds offer administered by OTP Asset Management Romania SAI SA and contact us to give you more information so you can make the best decisions, according to your future plans.

Accessibility and flexibility 

Diversification and balance 

Professionalism of administers 

About OTP Asset Management Romania

OTP Asset Management Romania SAI SA is two-tier administered with sole registration code: 22264941, being registered with the Trade Registry no. J40 / 15502 / 15.08.2007.

Subscribed and paid up share capital 5.795.323 LEI.

OTP Asset Management Romania SAI SA is registered in the CNVM (National Securities Commission) Register with no. PJR05SAIR / 400023 and is authorized by ASF (Financial Supervisory Authority) by Authorization no. 136 / 17.05.2018 to carry out activities of administration of Collective Investment Organizations.

OTP Asset Management Romania SAI SA is part of the largest financial group in Eastern Europe, offering investment services in different countries in the region.

Product offer

OTP Bank Romania offers you new open-end investment funds administered by OTP Asset Management Romania. Click on each product for more details.

  • OTP AvantisRO - investments mainly in shares;

  • OTP Obligațiuni - investments mainly in fixed income instruments;

  • OTP ComodisRO - investing mainly in money market instruments;

  • OTP Euro Bond - investments mainly in fixed income instruments denominated in Euro;

  • OTP Dollar Bond - investments mainly in fixed income instruments denominated in USD;

  • OTP Premium Return - open-end investment fund denominated in Lei with a flexible policy, with Absolute-Return innovative strategies;

  • OTP Dinamic - open-end investment fund denominated in Euro with flexible investment policy and multiple Absolute-Return strategies;

  • OTP Global Mix - open-end investment fund denominated in Lei with diversified investment policy, having investments in Romanian or foreign shares, bonds and other instruments with active support of stock indices;

  • OTP Real Estate & Construction – investment in construction and real estate developments.

What are the benefits of investment funds?

OTP Asset Management Romania administers a variety of investment funds selected to meet the needs of each client. Here are the advantages of investment funds:

  • Accessibility and flexibility. The only tool you use is the fund unit. Its value is given by various financial instruments and diversified investments.

  • Diversification and balance. Asset portfolios of investment funds target diversified placements in order to reduce fluctuations. As a rule, open-end funds invest in several types of financial instruments, diversifying the portfolio helping to reduce the risk. Even if certain instruments have negative evolutions, the other categories of assets can compensate for their poor results.

  • Professionalism of administers. Open-end investment funds are run by professionals with extensive experience and extensive knowledge of capital and financial markets. Because management revenue depends directly on the performance of the fund, the administration company will make every effort to ensure the efficient management of your investments.

  • Liquidity. Open-end investment funds offer more liquidity than other financial instruments. You can always subscribe or redeem the fund units for the time period you want.

How can you start investing?

Come to any of OTP Bank branches in your city for more information from our representatives. In complete security and confidentiality, we are at your side so you can make the best decisions. Only together we can create a saving-investment plan that suits your needs.

Subsequent underwriting operations for each investment fund can be done directly online with OTPdirekt - Internet Banking.

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The regulatory framework for investment products

Would you like to know more about the regulatory framework of investment products and services offered by OTP Bank Romania?
Please access the MiFID II page.