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PKO Balanced Open-end Investment Fund
PKO Balanced is one of the oldest and most popular funds in PKO TFI’s offer. By now its customer base has grown to several hundred thousand people and the Fund is considered one of the most favourite on the market. The balanced portfolio is distributed among relatively safe financial instruments, such as treasury bills and bonds as well as blue chip equities traded on the Warsaw Stock Exchange, which, though bearing a higher risk, enhance the fund’s potential for satisfactory investment performance. Due to the equity component of the fund’s portfolio, one should take into account the possibility of considerable investment value fluctuations in the short-term. Therefore, the fund should rather be seen as a medium- to long-term investment.
Description of the Fund
The fund invests in financial instruments with a stable income (treasury bills and bonds) and instruments bearing a higher investment risk (equities). The fund allocates its assets in Polish and foreign securities while aiming to limit the investment risk. Due to its overweighing in equities, one should take into account high periodic fluctuations of investment value in the short term.
Investor profile
The fund is directed at customers who:
- accept the high share of equities in the Fund’s portfolio and the resulting elevated level of risk;
- seek regular savings, even in small amounts, to finance their future expenses (children’s education, additional retirement benefits, housing needs);
- are ready to face periodic fluctuations of participation unit value.
See how much you could earn on fund investments
Basic information
- The fund has been operating since 9 July 1997.
- Initial value of one participation unit: PLN 50.00
- Minimum payment
- PLN 100.00 (PLN 50.00 as part of the Savings Scheme or the Individual Pension Account, IKE)
Asset allocation
Fees and total costs
Handling fee discounts are granted on the basis of the total value of investments accumulated by the participant in all PKO funds.
Fund’s acquisition account
55 1030 1508 0000 0005 0425 2027
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.
