polski english russian ukrainian

Nawigacja

Dla klientów

Jesteś tu: Homepage Our offer Open-end Funds PKO Umbrella PKO Fixed Income Plus

PKO Umbrella - Open-end Fund
Subfund: PKO Fixed Income Plus


PKO Fixed Income Plus is a bond subfund investing mainly in Polish treasury bills and bonds. The subfund is a perfect solution for customers who expect higher returns than those offered by bank deposits and, while not accepting the risk related to equity investments, they appreciate the possibility of withdrawing their cash together with any generated return at any time during the investment.

Investor profile

The subfund is directed at customers who:

  • are interested in short- and medium-term investments and seek capital protection and multiplication while maintaining high investment liquidity;
  • pursue their own business activity and wish to invest any financial surplus;
  • accept a limited level of investment risk;
  • do not accept high value fluctuations of their investments;
  • seek regular savings, even in small amounts, to finance their future expenses (children’s education, additional retirement benefits, housing needs).

Asset allocation

Risk and investment period


Fund’s acquisition account

93 1030 1508 0000 0005 0534 2011

Direct payments may be made for 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
Buy participation units

Szybkie odnośniki

PKO BP

© 2012 PKO TFI SA authors: HYPERmedia