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PKO Long-term Bond Open-end Investment Fund
PKO Long-term Bond invests in Polish and foreign debt securities. It is addressed to Customers who wish to invest their cash on the broadly-defined market for debt securities and financial instruments and whose investment horizon exceeds 30 months.
Description of the Fund
PKO Long-term Bond seeks to increase its asset value by investing in Polish and foreign securities, while maintaining a reasonable level of investment risk.
Investor profile
The PKO Long-term Bond Open-end Investment Fund is directed at customers who:
- are interested in investing on the market for debt securities and financial instruments;
- accept a moderate level of investment risk;
- pursue their own business and consider the fund to be a good way of investing their cash surplus;
- 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 14 December 2005.
- Initial value of one participation unit: PLN 100.00
- Minimum payment
- PLN 100.00
The Golden Portfolio award of PARKIET, the Warsaw Stock Exchange newspaper, for the manager of the PKO Long-term Bond Open-end Investment Fund.
Asset allocation
Fees and total costs
Handling fee discounts are granted on the basis of the total value of investments accumulated by the participant in all PKO funds.
Fund’s acquisition account
13 1030 1508 0000 0005 0430 2059
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.
