| Subfund profile | |
| Risk level: | /images/fundusze/ryzyko1.png){kind=small} /images/fundusze/ryzyko2.png){kind=small} Elevated |
| Fund category: | Balanced |
| Fund manager: | Jaroslaw Lis, Karol Godyn, Monika Milko, Marcin Winnicki, Michal Holda |
| Benchmark: | 50% Indeks Merrill Lynch Polish Governments 1-4 Yrs, 50% Indeks WIG |
| Valuation: | daily |
INVESTOR PROFILE
The subfund is addressed to investors accepting higher level of the investment risk but willing to profit from the rising stock prices. The recommended investment horizon shall not be shorter than 4 years.
INVESTMENT POLICY
The subfund aims at simultaneous investing its assets in debt securities and equities in Poland and abroad in order to gain high returns in the long term. The asset allocation is actively changed basing upon the market forecasts with the minimum 30% allocation in debt securities.
| Additional information | |
| Fund Bank Account Number | 82 1060 0076 0000 3210 0016 5356 |
| Min. Initial Investment | 1 000 PLN |
| Min. Next Payment | 100 PLN |
| Maximum Front Fee | 3,00% |
| Maximum Management Fee | 4,00% |
| Actual Management Fee | 4,00% |
Net assets value of the investment portfolio may vary moderately as a result of price changes of the financial instruments being included in the Subfund portfolio.
The Subfund may allocate more than 35% of its assets in bonds issed, collateralled or guaranteed by the Polish State Treasury, the Polish National Bank as well as in bonds issued by any Member State or one of the states belonging to OECD, other than Republic of Poland.
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