PKO Bonds Open-end Investment Fund

PKO Bonds invests its assets in debt instruments (such as bonds or treasury bills). We recommend this Fund to persons looking for an alternative savings method as compared to bank deposits, who will appreciate the possibility of withdrawing their cash at any time during the investment period. It is addressed to investors wishing to invest their funds for a period of at least 1.5 years and accepting only a moderate level of risk.

Description of the Fund

PKO Bonds seeks to increase the value of the fund’s assets by investing in debt instruments, such as treasury bills and bonds issued by the State Treasury, while maintaining a reasonable level of investment risk.

Buy participation units

Investor profile

The PKO Bonds Open-end Investment Fund is directed at customers who:

are interested in investing on the broadly-defined market for debt securities and financial instruments;
pursue their own business and consider the fund to be a good way of investing their financial surplus;
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).

See how much you could earn on fund investments

Basic information

The fund has been operating since 29 July 1999.: Initial value of one participation unit: PLN 100.00
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 to the total value of investments in the PKO funds.

Fund’s acquisition account

54 1030 1508 0000 0005 0425 3015

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.

Read the information prospectus of the fund