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

13 March 2023
Monthly Performance Review of Non-state Pension Funds in Ukraine. February 2023

According to UAIB data, the total net asset value (NAV) of 56 non-state pension funds as  at February 28, 2023 was UAH 2,296.52 M. In accordance with the indicators of the previous period, the total increase of NAV amounted to +UAH 29.29 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), 21 recorded a decrease. The range of changes in UNV was from +4.29% to -3.28%.

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

ONPF "Initsiatyva" (+4.29%), OPF "Dynastiia" (+2.49%) and ONPF "Emeryt-Ukraina" (+2.42%).

The lowest indicators of the change in the net value of the pension unit in February were in the following funds: ONPF "VSI" (-3.28%), ONPF "YEVROPA" (-3.01%) and ONPF "RESERV RIVNENSHCHYNY" (-2.66%).

Key Figures
Total number of members284as at 22.12.24
Number of AMC279as at 22.12.24
Number of NPF administrators16as at 22.12.24
Number of CII1829as at 22.12.24
Number of NPF*53as at 22.12.24
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