PKO Strategic Allocation Open-end Investment Fund

PKO Strategic Allocation is a specialist investment product for less experienced customers who are willing to accept an elevated level of risk. The Fund does not require the investor to possess comprehensive economic knowledge or monitor capital market developments on a regular basis or structure the investment portfolio on his/her own. The Fund’s strategy is prepared by experienced advisors and based on investments in other investment funds: equity, mixed, bonds, treasury and money market funds. The recommended investment period is 4 years.

Description of the Fund

PKO Strategic Allocation is a modern product providing for an investment strategy selection adopted to ones individual needs. The strategy is based on the best knowledge of our experienced investment advisors.

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Investor profile

The Fund is directed at customers who:

have a medium risk appetite and are looking for a method of investing their savings alternative to bank deposits, while accepting the investment policy of the Fund and the resulting risk;
seek regular savings, even in small amounts, to finance their future expenses (children’s education, additional retirement benefits, housing needs).

Basic information

The Fund has been operating since 2 April 2007.: Initial value of one participation unit: PLN 100.00
Minimum payment: PLN 100.00

Fees and total costs

Handling fee discounts are granted on the basis of the total value of cash accumulated by the participant in all PKO funds.

Fund’s acquisition account

49 1030 1508 0000 0005 0521 6024

Direct payments may be made to persons holding at least one active register in 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.

Read the information prospectus of the fund

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