Investment Funds

A ready-made portfolio of assets in a single investment — a simple path to complex markets
A businessman in a dark blue suit sitting in a small rowboat on a calm, turquoise sea, working on a laptop.
The word 'BANK' made of green grass.

Investment Fund

A "shared pool" into which many investors contribute their funds.

Professional managers invest this capital in a defined portfolio of assets — typically stocks, bonds, or real estate.

Each investor owns a share of the fund's assets, proportional to their contribution.

How does it
work?

01
Pooling capital

You and other investors contribute capital to the fund's securities by purchasing its certificates or shares

02
Professional management

Fund managers invest this capital in accordance with the fund's strategy

03
Generating returns

When investments perform well, the value of the fund's assets — and your share accordingly — increases

04
Receiving returns

You can sell the fund's securities at an appreciated price, or receive dividends if the fund distributes them

Advantages

01

Accessibility

You can become a co-owner of a large asset portfolio with just a few thousand hryvnias. Independently building a broad bond portfolio or acquiring large real estate, for example, would be significantly more expensive and incur higher fees
02

High liquidity

You can sell any number of fund securities at any time, flexibly adjusting your investment volume — even if you are invested in a broad portfolio of large assets
03

Round-the-clock expertise

You don't need to follow market news, charts, and reports. Professional portfolio managers with years of experience do that for you

Currently available in ICU Trade, you can purchase two funds managed by ICU:

01

Bond Fund

Generates stable income through investment in fixed-income instruments: government, municipal, and corporate bonds of Ukrainian issuers.

02

Real Estate Fund

Ulis.Vorokhta By investing in this fund, you become a co-owner of a hotel complex being developed by ULIS. It finances the construction of the hotel and becomes its owner. From the hotel's future profits, the fund pays dividends to its investors.