Monthly Performance Review of Non-state Pension Funds in Ukraine. May 2023

26 June 2023

According to UAIB data, the total net asset value (NAV) of 56 non-state pension funds as  at May 31, 2023 was UAH 2,417.78 M. In accordance with the indicators at the end of April, the total increase of NAV amounted to +UAH 44.84 M.

The vast majority of funds in the sector ended the month with an increase in the net value of the unit of pension contributions (UNV), only 12 funds recorded a decrease. The range of changes in UNV was from +3.25% tо -0.84%.

According to the results of May, the following funds became the leaders in terms of growth in the net value of the pension unit:

ONPF  "YEVROPA" (+3.25%), ONPF "LAURUS" (+2.72%) and NES "HIRNYCHO-METALURHIINYI PROFESIINYI PENSIINYI FOND" (+2.58%).

The lowest indicators in the change of the net value of the pension unit in May were demonstrated by the following funds:

PNPF "SHAKHTAR" (-0.84%), ONPF "HARANT-PENSII (-0.64)  and ONPF "ZOLOTYI VIK"

(-0. 60%).

Key Figures
Total number of members284as at 21.12.24
Number of AMC279as at 21.12.24
Number of NPF administrators16as at 21.12.24
Number of CII1829as at 21.12.24
Number of NPF*53as at 21.12.24
IC Number*1as at 31.10.24
AuM, UAH M650 460as at 31.10.24
NPF assets under administration, UAH M3 237as at 31.10.24