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PKO Equity Open-end Investment Fund
PKO Equity is an investment fund allocating most of its assets in the stock of selected listed companies. It is a perfect solution for persons who are not independent stock exchange investors, but wish to multiply their capital using the growing market value of blue chip equities traded on the Warsaw Stock Exchange. PKO Equity s a solution for those investors who expect high returns while willing to accept the high risk inherent to the equity market. Therefore, this strategy is designated for long-term investments, not shorter than 5 years.
Description of the Fund
The Fund aims at a long-term increase in asset value. The Fund allocates its assets mainly in the stock of selected listed companies. Investments in equities usually entail the risk of periodic fluctuations of participation unit value resulting from the economic situation, in particular the stock exchange situation.
Investor profile
The fund is directed at customers who:
- seek regular savings, even in small amounts, to finance their future expenses (children’s education, additional retirement benefits, housing needs);
- are interested in investments with a high return potential in the long-term;
- accept the high risk of periodic value fluctuations of the fund’s participation units inherent to equity investments.
Basic information
- The Fund has been operating since 23 January 1998.
- Initial value of one participation unit: PLN 150.00
- Minimum payment
- PLN 100.00 (PLN 50.00 as part of the Savings Scheme or the Individual Pension Account, IKE)
Asset allocation
Fund’s acquisition account
87 1030 1508 0000 0005 0424 9026
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.
