NOTE: Until 3rd May 2010 our BPH SFIO Total Profit Fund operated under the name BPH SFIO Płynnościowy (Specialised Open-end Liquid Investment Fund). The investment Policy has been changed as of 3rd May 2010.
| Subfund profile | |
| Risk level: | elevated |
| Investment Horizon: | longer than 4 years |
| Fund manager | Michal Holda |
| Benchmark | none |
| Valuation Frequency | daily |
| Value of Participation Unit | valuation |
INVESTOR PROFILE
The Fund is addressed to investors wishing to diversify their savings portfolio and interested in profiting from allocations whose performance is not tied to a strictly defined template model. The absolute return strategy aims at achieving investment performance above reference rate on a regular basis. The reference rate is set at 8% per annum. Unlike traditional investments, which are usually based on a specific benchmark, the Fund aims at generating profit in various market conditions.
INVESTMENT POLICY
The investment policy will be based on the absolute return strategy. The Fund will be aiming at generating positive performance in the subsequent annual periods (calendar years), irrespective of the prevailing market conditions. As part of its strategy the Fund invests in many different asset classes, in particular in equities, fixed-income securities, currencies, commodities and money market instruments. The Fund is actively managed and its components may vary both in terms of the instruments used, the combination of specific geographical and sector allocations, as well as the portfolio’s orientation towards upward and downward movements of instrument prices. Due to the applied investment strategy, the Fund’s NAV may be characterised by high volatility.
| Additional information | |
| Fund Bank Account Number | 24 1060 0076 0000 3310 0016 3829 |
| Min. Initial Investment - corporate investors | 50.000 PLN |
| Min. Initial Investment - individual investors | PLN equivalent of 40.000 EUR |
| Min. Next Payment | 500 PLN |
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