| Subfund profile | |
| Risk level: | /images/fundusze/ryzyko1.png){kind=small} High |
| Fund category: | Equity global |
| Fund manager: | Bartosz Zdunski |
| Benchmark: | 54% in PLN MSCI World TR Gross USD index + 36% in PLN MSCI EM TR Gross USD index + 10% x WIBID3M |
| Valuation: | daily |
INVESTOR PROFILE
The subfund is designated for 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
At least 50% of the subfund portfolio is invested in equities and the participation titles of other equity funds. The fund invests among others in participation titles of leading investment funds operating on both the developed and emerging markets.
| Additional information | |
| Fund Bank Account Number | 49 1060 0076 0000 3210 0017 5456 |
| 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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