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

19 January 2023
Monthly Performance Review of Non-state Pension Funds in Ukraine. December 2023

According to UAIB, the total net asset value (NAV) of 56 private pension funds as at 30.12.2022 amounted to UAH 2,256.94 M. According to the indicators as at the end of December, the total increase of NAV amounted to +UAH 24.78 M.

The vast majority of funds in the sector ended the month with an increase in net value of a unit of pension contributions (UNV), only 21 recorded a decrease. The scope of changes of UNV ranged from +2.17% tо -2.24%.

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

OPF "ОТP PENSIIA" (+2.17%), PNPF "МAHISTRAL" (+1.99%) and NES "ONPF "FOND PENSIINYKH  ZAOSHCHADZHEN" (+1.87%).

The lowest indicators of changes in the net value of a pension unit in December were demonstrated by the following funds: OPF "Pensiinyi Kapital"  (-2.24%), NES "ONPF "VSI" (-1.70%) and  OPF "FARMATSEVTYCHNYI"  (-1.61%).

Key Figures
Total number of members283as at 13.03.25
Number of AMC278as at 13.03.25
Number of NPF administrators16as at 13.03.25
Number of CII1852as at 13.03.25
Number of NPF*51as at 13.03.25
IC Number*1as at 31.01.25
AuM, UAH M689 848as at 31.01.25
NPF assets under administration, UAH M3 385as at 31.01.25