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PKO Umbrella - Open-end Fund

Subfund: PKO Luxury Goods Global


PKO Luxury Goods Global focuses on equities of companies engaged primarily in offering goods and services which are generally perceived as addressed to wealthy customers. Luxury brands are global brands, with good recognition throughout the world. Jewellery, leather goods, designer alcohol drinks, cars, yachts, hotels – as the standard of living is increasing, demand for luxury products is on the rise.

Investor profile

The subfund is directed at customers who:

  • are seeking new, attractive methods of increasing their savings;
  • are interested in long-term investments with a high-profit potential
  • accept the high risk of periodic value fluctuations of the subfund’s participation units resulting from equity investments.

Where does the subfund allocate its assets?

Risk and investment duration


Account of fund acquisitions

76 1030 1508 0000 0008 0496 9012

Direct payments may be made for persons holding at least one active register in PKO funds.

Description of the Subfund’s Portfolio

At least 70% of the Subfund’s Net Asset Value will be constituted in total by: :

a) equities of companies engaged primarily in offering goods and services which are generally perceived as addressed to wealthy customers and are thus classified as luxurious and prestigious, irrespective of the sector of the economy in which they are produced.

b) investment certificates, fund participation units or participation tittles of institutions of common investment, if their investment policy aims at reflecting the components of an equity index for companies offering goods and services classified as luxurious and prestigious.

At least 30% of the Subfund’s Net Asset Value will be constituted by debt securities.

Basic information

  • Recommended investment duration: At least 5 years.
  • Minimum payment: PLN 100.00
Costs of the Fund:
  • Management fee: 4.00%
  • Handling fee: 0.20% - 4.50%

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