The portfolio is based mainly on equity funds. It is diversified within that asset class. Possible high fluctuations of unit values and high return in the longer term. The bond fund reduces the overall risk level of the portfolio.
Direct payments may be made for persons holding at least one active register in PKO funds.
Model portfolios allow us to create a fund investment portfolio which takes into account Investor profile – his/her risk appetite, investment horizon and portfolio liquidity.
Investments in the model portfolio enable an extra diversification of assets, which limits the investment risk arising in the event of the Client’s unfortunate selection of a fund. Because the funds are diversified, the Investor is not dependent on a particular asset class assigned to the fund.
Model portfolios also provide a convenient method of fund portfolio management – having specified his/her risk profile, the Investor may select a model portfolio he/she finds most suitable.
