Fundusze inwestycyjne BPH TFI

Subfund profile
Risk level:	High
Fund category:	Equities Poland
Fund manager:	Jaroslaw Lis, Karol Godyn, Monika Milko, Marcin Winnicki
Benchmark:	15% indeks WIG20, 60% indeks mWIG40, 20% indeks sWIG80, 5% POLONIA
Valuation:	daily

INVESTOR PROFILE
The subfund is designated for investors who expect extraordinary yields and accept significant periodical fluctuations of the invested capital. The recommended investment horizon shall not be shorter than 5 years.

INVESTMENT POLICY
The investment portfolio of the fund is being composed by selecting primarily Polish companies with greatest prospects for the stable growth of their value. Investments in stocks are made primarily on the basis of a fundamental analysis of the selected company, where the basic criteria considered include the financial results, prospects for its activity field, quality of the management and dividend’s policy.

The proportion of stocks in the assets of the subfund can vary from 70% to 100%. Considering the fact that the biggest part of investment portfolio is made up by the stocks of developing companies, which stocks are prone to the significant fluctuations, the subfund is of the higher risk. Simultaneously with the growth of the risk in the long term increases the potential for higher return levels.

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.

Prospectus (Polish version)
 

Short Prospectus (Polish version)
 

Financial Reports (Polish version)