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 members275as at 01.07.25
Number of AMC271as at 01.07.25
Number of NPF administrators15as at 01.07.25
Number of CII1853as at 01.07.25
Number of NPF*47as at 01.07.25
IC Number*1as at 30.04.25
AuM, UAH M700 212as at 30.04.25
NPF assets under administration, UAH M3 513as at 30.04.25