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

12 April 2023
Monthly Performance Review of Non-state Pension Funds in Ukraine. March 2023

According to UAIB data, the total net asset value (NAV) of 56 non-state pension funds as  at March 31, 2023 was UAH 2,329.75  M. In accordance with the indicators at the end of February, the total increase of NAV amounted to +UAH 22.32 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 18 funds recorded a decrease. The range of changes in UNV was from +2.32% to -5.62%.

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

OPF "SOTSIALNYI STANDART" (+2.32%), ONPF "UKRAINSKYI PENSIINYI KAPITAL" (+2.00%) and ONPF "VSI" (+1.89%).

The lowest indicators in the change of the net value of the pension unit in March were demonstrated by the following funds: ONPF "RESERV RIVNENSHCHYNY" (-5.62%), ONPF "STOLYCHNYI RESERV" (-5.49%) and CNPF CCIU (-4.82%).

Key Figures
Total number of members283as at 03.07.24
Number of AMC278as at 03.07.24
Number of NPF administrators16as at 03.07.24
Number of CII1797as at 03.07.24
Number of NPF*53as at 03.07.24
IC Number*1as at 31.05.24
AuM, UAH M633 200as at 31.05.24
NPF assets under administration, UAH M2 918as at 31.05.24