OTP MERIDIAN 20

  • High Risk
  • Recommended investment term 3 to 5 years
I want to invest
An equity fund that invests within regional equity markets

OTP MERIDIAN 20 fund is a regional equity fund that invests most of its assets in shares of companies from Croatia, Slovenia, Serbia, Austria, Poland, Hungary, Romania, the Czech Republic and other Central and Eastern European countries. It also belongs to a group of open end investment funds with public offer (UCITS fund).

Denomination of the fund is in Euro (EUR), buying and selling of funds units can be carried out in EUR or HRK.

For whom the fund is intended for?

  • The fund is intended for investors who are willing to take high risk, have a significant capital gain and want to achieve high growth of their investments. Accordingly, the assets in which the fund invests are highly volatile, especially in the short term, and will achieve their expected return in the long run.
  • The recommended time to invest in the fund is 5 years, which means that it is suitable for investors who are unlikely to need the invested funds within that period.
  • Technical characteristics
  • Chart
  • Fund documents
  • Tabular unit prices display

Technical characteristics

Currency of denomination : EUR
First payment to the Fund: minimum EUR 100,00 (one hundred euros) 
Next payments: minimum EUR 15,00 (fifteen euros) 
Commencement of the Fund: 28.04.2008.
Management fee (annually): 2,00% of the total assets of the Fund
Entry fee:
Investment size Commission (%)
up to 75.000,00 kuna unitll 31.08.2022 without entry fee; otherwise 1,00
from 75.000,01 kuna up to 200.000,00 kuna unitll 31.08.2022 without entry fee; otherwise 0,5
from od 200.000,01 kuna 0,00
Exit fee:
Investment period Commission (%)
up to 3 (three) months 2,00
from 3 (three) months to 12 (twelve) months 1,00
from 12 (twelve) months to 24 (twenty four) months 0,50
from 24 (twenty fouri) months 0,00
Deposit bank: OTP banka d.d.
Deposit bank fee (annually): 0,18% of the total assets of the Fund

 

Fund documents

Fund prospectus View PDF
Significant and insignificant changes to the prospectus View PDF
List of unimportant changes updated in the fund prospectus View PDF
Key investor information View PDF
Purchase and sale request form View PDF
Monthly report for investors View PDF
Rules View PDF
Financial reports (2020 Semi-annual financial report of UCITS fund - unaudited) View PDF

Tabular unit prices display

You can invest in OTP Invest funds on following ways

Please select one of the following options:
In one of the OTP bank branches Select
Through ELEMENT@ Internet banking for citizens Select
On your own Select
Through ELEMENT@ Internet banking for legal entities Select

Contact us

We are here for all your questions and additional information. Contact us:
Phone

072 201 092

072 206 155

By calling the above written phone number. We are available from 8 a.m. to 5 p.m.
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