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PKO Equity Small Cap and Mid Cap Open-end Investment Fund
PKO Equity Small Cap and Mid Cap invests most of its assets in Polish stocks of small- and medium-sized enterprises. It is a perfect solution for dynamic investors expecting a higher growth of their investment value in the long term (at least 5 years). The Fund is addressed to persons willing to accept a high risk of participation unit value fluctuations inherent to the equity market. Stock prices are influenced by the economic situation, in particular the situation on the Warsaw Stock Exchange. In the long-term, the risk may be rewarded with a much higher level of return.
Description of the Fund
The Fund aims at a dynamic growth of participation unit value in the long-term. The Fund allocates its assets mainly in the stocks of selected listed companies.
Investor profile
The fund is directed at customers who:
- accept the high risk of periodic value fluctuations of the fund’s participation units;
- are interested in investments with a high return potential in the long-term;
- seek regular savings, even in small amounts, to finance their future expenses (children’s education, additional retirement benefits, housing needs).
Asset allocation
Basic information
- The fund has been operating since 31 May 2006.
- Initial value of one participation unit: PLN 100.00
- Minimum payment
- PLN 100.00
Fund’s acquisition account
03 1030 1508 0000 0005 0466 2012
Direct payments may be made to persons holding at least one active register in PKO funds.
Fees and total costs
Handling fee discounts are granted on the basis of the total value of the total value of investments accumulated by the participant in all PKO funds.
Advantages of the PKO funds
- RETURN – investments in PKO funds may enable you to generate a higher rate of return than on a bank deposit, and the longer is your investment horizon, the higher may be your return.
- CONSTANT ACCESS TO CASH AND INFORMATION – you may place a redemption order for some or all of the accumulated assets together with the generated return. You may monitor your register and order history on an-going basis by calling the help desk at 0 801 32 32 80 or accessing our website at: www.pkotfi.pl. The values of the funds’ participation units are published in daily newspapers and are also available at sales points, in the Polish teletext (page 710), via the help desk or at www.pkotfi.pl.
- INDIVIDUAL CHOICE OF SAVINGS MODE – you may invest in individual PKO funds or use special investment schemes. Accumulated assets may also be used as collateral for loans and credits.
- SECURITY – PKO investment funds are subject to legal regulations ensuring high security of the invested assets. The fund participants remain exclusive holders of the cash accumulated in the fund.
