Private clients

Type and Category of the Fund: Closed Qualified Unit Investment Fund “ICU Global Equity Index”

Fund Strategy

The strategy is aimed at generating returns through investments in Exchange-Traded Funds (ETFs). The portfolios of these funds reflect the performance of a specific stock index, a group of stocks from a particular industry or region, and allow for maximum asset diversification.

The primary goal of the index is to outperform the leading global index, S&P 500.

Exchange-Traded Funds selected for the ICU Global Equity Index:

• SPY — SPDR S&P 500 Trust ETF — tracks the performance of the S&P 500 index
• QQQ — Invesco QQQ Trust Series 1 — tracks the performance of the NASDAQ index
• VanEck Vectors Gold Miners ETF — includes stocks of leading gold mining companies
• iShares Asia 50 ETF — includes stocks of leading companies in the Asian region
• iShares Global Healthcare ETF — includes stocks of leading companies in the healthcare sector
• iShares Global Consumer Discretionary ETF — includes stocks of leading companies in the consumer discretionary sector

For any questions, you can contact us at:

+380 (44) 377-70-40, ext. 771
+380 (44) 299-11-40, ext. 771

Contact us via email

Type and Category of the Fund: Closed Non-Diversified Unit Investment Fund “Investment Capital — Bond Fund II”

Fund Strategy

The strategy focuses on generating stable income by investing in fixed-income instruments such as government, municipal, and corporate bonds issued by Ukrainian entities. A key component of the strategy is to protect funds from devaluation by investing in USD, EUR, and other foreign currencies. With a systematic approach and an active investment management style, the fund offers opportunities to earn additional income with minimal risk.

The fund was established in 2020, following a strategy similar to its predecessor, the Closed Non-Diversified Unit Investment Fund “Investment Capital — Bond Fund”, which ceased operations on April 4, 2021. From 2011 to 2021, the fund demonstrated an average annual return of 28%, making it the best-performing bond fund in Ukraine.

For any questions, you can contact us at:

+380 (44) 377-70-40, ext. 771
+380 (44) 299-11-40, ext. 771
Contact us via email

State pensions, unfortunately, are not enough to provide a decent standard of living—this is a reality that's hard to ignore.

Imagine a future where you are not reliant on state payouts but live the way you've always dreamed. Securing yourself with a private pension is the opportunity to take control of your life and avoid financial difficulties during retirement.

A hryvnia-denominated pension fund that can yield 5—7% annually in USD is not a fantasy — it's our PPF Dynasty!

Simple and conservative long-term investments can generate solid returns despite inflation and currency depreciation.

PPF Dynasty has been the undisputed leader in returns among pension funds in Ukraine for the past 10 years. More than 41,000 people have entrusted their pension savings to this fund. 

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We invest your savings in long-term foreign currency assets with maximum reliability.

Around 10 years after you reach official retirement age, you can start receiving a second monthly pension that we have managed to accumulate together.

PPF Turbota became the most profitable pension fund in 2022, investing 100% of savings in a carefully balanced foreign currency portfolio.

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Your Contribution to Ukraine’s Future and a Profitable Investment Today

Ukrainian Domestic Government Bonds (DGB) are not just a financial instrument; they are your chance to support Ukraine while earning a reliable and stable income. By investing in DGBs, you become part of the national development strategy, as these funds are directed toward financing critical state projects that shape Ukraine's future.

For the state, DGBs are a key to economic stability, as the funds raised fill the budget, support social programs, and develop infrastructure. DGBs combine patriotism with sound financial judgment.

For you, this means the opportunity to:

• Earn a return that exceeds traditional deposits, with the potential for additional profit through early sales.
• Enjoy unique tax benefits — no taxes on income.
• Feel secure with a 100% government guarantee on payments.
• Choose from a wide range of options: from military bonds to foreign currency bonds, with maturities ranging from a few weeks to four years.
• Easily liquidate bonds early and secure a profit at any time.

Why Invest with ICU?

ICU is more than just a broker. We provide a full range of services for our clients: from innovative trading infrastructure to in-depth analytical support, from your first steps in the DGB market to the successful completion of your investment goals. With ICU, you have a reliable partner at every stage of your investment journey.

Choose DGBs with ICU and become part of a larger mission — supporting Ukraine while growing your capital!

If you are ready to invest or have any questions, please contact us at [email protected].

Our company conducts professional dealer, brokerage, and depository activities under the licenses of the National Securities and Stock Market Commission of Ukraine: Series AE No. 263019 from 11.04.2013 / Series AE No. 263018 from 11.04.2013 / Series AE No. 286555 from 08.10.2013.

JSC "BANK AVANGARD" opens up a new world of possibilities in banking services! We offer comprehensive solutions for individuals, including foreign exchange operations, money market services, and investments in securities.

We have an extensive network of correspondent relationships with leading banks in Ukraine and worldwide. Through the modern international payment system S.W.I.F.T., you can execute financial transactions in all major currencies quickly and reliably. By choosing us, you gain access to limitless financial opportunities with complete confidence!

Services for individuals:

• Payment services
• Deposits
• Mobile app

Type and Category of Fund: Closed-End Qualified Unit Investment Fund "ICU Eurobond Fund"

Fund Strategy:

The strategy involves investing in a wide range of fixed-income instruments, including Eurobonds issued by Ukrainian and foreign entities, as well as sovereign bonds of Ukraine and countries with investment-grade credit ratings. The primary goal of the fund is to achieve returns that surpass those of local currency instruments while providing individuals with access to foreign bonds. 

The selection of securities for the fund’s portfolio is based on several criteria:

• Low or optimal debt levels;
• The company shows potential for revenue and profit growth;
• The company has diversified income sources, with a portion of revenue generated from foreign currency earnings.

If you have any questions, feel free to contact us at:

+380 (44) 377-70-40 (ext. 771)

+380 (44) 299-11-40 (ext. 771)

Contact us via email