| Subfund profile | |
| Risk level: | /images/fundusze/ryzyko1.png){kind=small} High |
| Fund category: | Equities Poland |
| Fund manager: | Jaroslaw Lis, Karol Godyn, Monika Milko, Marcin Winnicki |
| Benchmark: | 95% Indeks WIG, 5% WIBiD 3M |
| Valuation: | daily |
INVESTOR PROFILE
The subfund is addressed to investors who expect high returns and accept significant periodical fluctuations in the value of their investments. The recommended investment horizon shall not be shorter than 5 years.
INVESTMENT POLICY
The subfund invests primarily in the stocks on Warsaw Stock Exchange and aims to profit from selection of companies with highest growth potential. The share of stocks in investment portfolio varies from 70% to 100%. High stock proportion in the portfolio boosts the profitability, but at the same time increases the investment risk. Investments in stocks are made primarily on the basis of a fundamental analysis of the company’s financial results and its future business prospects. In order to enhance returns and ensure greater diversification of an investment portfolio the subfund allocates part of its assets on the stock markets across CEE region.
| Additional information | |
| Fund Bank Account Number | 63 1060 0076 0000 3210 0016 5213 |
| 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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