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PKO Stable Growth Plus is a mixed subfund with an investment portfolio structure enabling the adjustment of investment policies to the current market situation. The equity component of the portfolio ensures the participation in returns resulting from the growing value of selected listed companies, while treasury bills and bonds enhance investment security. This subfund features the lowest level of risk among other PKO funds with an equity component in their investment portfolios. We recommend it to customers expecting higher returns than those offered by bond funds and willing to accept the medium level of investment risk.
Investor profile
The subfund is directed at customers who:
- 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).
Asset allocation
Risk and investment period
Fund’s acquisition account
19 1030 1508 0000 0005 0534 1015
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.
