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PKO Equity New Europe Open-end Investment Fund

PKO Equity New Europe invests in blue chip equities quoted on the stock exchanges of the so-called New Europe. Just as in the case of other equity funds, the investment strategy has been developed with a view of long-term investments. The Fund aims at a long-term increase in asset value as a result of the growing value of its allocations by investing in Polish and foreign securities. We recommend it to persons expecting higher returns, but accepting high periodic fluctuations of participation unit value.

Description of the Fund

The basic fund allocations include equities eligible and not eligible for public trading in the Republic of Poland and in European Union member states, with emphasis on the new member states: Czech Republic and Hungary. The total value of equity allocations amounts to at least 60% of the fund’s total asset value. Allocation in debt securities may not exceed 40% of the portfolio. Due to the overweighing in equities one should take into account considerable investment value fluctuations in the short term.

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Investor profile

The fund is directed at customers who:

  • are considering long-term investments in companies from segments with a stronger presence outside the Polish market (such as the pharmaceutical or energy sector);
  • are interested in investment diversification across markets and currencies;
  • accept the high risk of periodic value fluctuations of the fund’s participation units inherent to equity investments.

Asset allocation

Basic information

The Fund has been operating since 27 September 2005.
Initial value of one participation unit: PLN 100.00
Minimum payment
PLN 100.00

Fund’s acquisition account

34 1030 1508 0000 0005 0414 5026

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.
Read the information prospectus of the fund
Buy participation units

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