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

12 July 2023
Monthly Performance Review of Non-state Pension Funds in Ukraine. June 2023

According to the UAIB, the total value of net assets (NAV) of 56 non-state pension funds as of June 30, 2023 was UAH 2,542.87 M. According to the indicators at the end of the previous month, the total increase of the NAV amounted to +UAH 26.23 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 17 funds recorded a decrease. The range of changes in UNV was from +3.59% tо -0.78%.

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

ONPF "VSI" (+3.59%), ONPF "POKROVA" (+1.38%) and ONPF "VZAIEMODOPOMOGA" (1.25%).

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

ONPF "ZOLOTA OSIN" (-0.78%), ONPF "REZERV" (-0.60%) and ONPF "UKRAINSKA PENSIINA SPILKA" (-0.58%).

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