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

15 January 2024
Monthly Performance Review of Non-state Pension Funds in Ukraine. December 2023

According to UAIB data, the total net asset value (NAV) of 56 non-state pension funds as at December 31, 2023 was UAH 2,791.33 M. According to the indicators as at the end of the previos month, the total increase of the NAV amounted to +UAH 47.08 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 7 ones recorded a decrease. The range of changes in UNV was from +5.02% to -1.40%.

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

ONPF "VSI" (+5.02%), ONPF "POKROVA" (+4.74%) and ONPF "HARANT-PENSIIA".

The lowest indicators of the change in the net value of the pension unit in December were demonstrated by the following funds: NES "HIRNYCHO-METALURHIINYI PROFESIINYI PENSIINYI FOND" (-1.40), ONPF "ZOLOTYI VIK" (-0.49%) and CPF "STYROL" (-0.34%).

Key Figures
Total number of members280as at 22.04.25
Number of AMC275as at 22.04.25
Number of NPF administrators16as at 22.04.25
Number of CII1839as at 22.04.25
Number of NPF*50as at 22.04.25
IC Number*1as at 28.02.25
AuM, UAH M696 796as at 28.02.25
NPF assets under administration, UAH M3 415as at 28.02.25