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PKO Equity Plus is an equity subfund which allocates most of its assets in the stock of selected listed companies. It is a perfect alternative for the customers who are not independent stock exchange investors but wish to multiply their capital effectively by using the growing market value of blue chip equities on the Warsaw Stock Exchange. PKO Equity Plus is a subfund for investors who expect high returns while willing to accept the high risk inherent to equity market investments. Therefore, this strategy is designated for long-term investments, not shorter than 5 years.
Investor profile
The subfund 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 long-term investments with a high long-term return potential;
- accept the high risk of periodic value fluctuations of the subfund’s participation units inherent to investing in equities.
Asset allocation
Risk and investment duration
Fund’s acquisition account
97 1030 1508 0000 0005 0533 9029
Direct payments may be made for 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.
