PKO Stable Growth Open-end Investment Fund

PKO Stable Growth is a mixed fund with an investment portfolio structured in such a way so as to adjust its investment policy to the current market situation. The equity component in the fund’s portfolio enables the investor to profit from the growing value of selected listed companies, while the treasury bills and bonds enhance the investment security. This fund features the lowest level of risk among the PKO funds with an equity component in their investment portfolios. We recommend it to investors seeking long-term savings, for a period of at least 3 years, who are willing to accept a limited level of risk.

Description of the Fund

The PKO Stable Growth portfolio comprises mainly safe securities, such as bonds and treasury bills. A minor share of the assets is allocated in blue chip equities, chiefly the ones traded on the Warsaw Stock Exchange, which ensures higher returns in the longer-term by using market rallies. The investment portfolio is structured in such a way so as to enable stable value growth of the investment.

Buy participation units

Investor profile

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

are interested in medium-term investment opportunities, seek attractive forms of savings allocation while accepting periodic fluctuations of participation unit value;
pursue their own business activity and are looking for long-term allocation options for free cash;
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 23 January 1998.: Initial value of one participation unit: PLN 50.00
Minimum payment: PLN 100.00

Asset allocation

Fees and total costs

Handling fee discounts are granted on the basis of the total value of the participant’s investments in all PKO funds.

Fund’s acquisition account

31 1030 1508 0000 0005 0425 4011
show template

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