Open-end Investment Funds

PKO Treasury Short Term Bond primarily invests in debt instruments issued, endorsed, or guaranteed by the State Treasury or the National Bank of Poland, with a short maturity period. The subfund is...

PKO Treasury and Municipal Bonds is actively managed and primarily invests participants’ funds in bonds issued by Local Government Units (LGUs), as well as short-term treasury bonds. LGU bonds offe...

PKO Treasury Mid-Term Bond is actively managed and invests its assets in debt instruments, particularly Polish bonds, with a medium maturity period. Additionally, the subfund may invest in debt sec...

PKO Green Transformation Bond is a debt subfund classified as “light green” under Article 8 of the SFDR Regulation. It represents an innovative investment approach, combining the potential for long...

PKO USD Bond invests primarily in debt securities denominated in USD, issued mainly in countries and on the regulated markets of the European Union, on the regulated markets of countries - members ...

The subfund’s portfolio may include financial instruments funding projects such as renewable energy expansion, sustainable transportation, and water resource conservation, along with other environm...

PKO Polish Equity primarily invests in companies listed on the Warsaw Stock Exchange, with a limited allocation to carefully selected foreign companies with high growth potential. The fund managers...

PKO Small and Mid-Cap Equity invests a significant portion of its assets in small and medium sized companies with stable foundations and excellent growth prospects. The Subfund’s investment univers...

PKO Global Luxury Goods invests in companies from around the world with strong and recognizable brands, which enable these companies to grow in the long term. The luxury goods sector of the market ...

PKO Global Natural Resources offers the opportunity to benefit from the potential increase in the stock price of the commodity companies. Among them, there are mining companies, refineries, energy ...

PKO Infrastructure and Construction is a subfund with a well-defined investment scope, focusing on companies engaged in infrastructure projects, real estate development, commercial construction, an...

PKO Global Technology and Innovation invests in shares of international companies which are the leaders in their industries and technologies. These are companies with a stable financial situation. ...

Global PKO of Medicine and Demography is a subfund which mainly invests in shares of companies whose profits depend on demographic changes in the world.

PKO Global Ecology and Social Responsibility is a selection equity sub-fund which invests in shares of worldwide companies that display a pro-ecological attitude.

The subfund is a so-called index fund which pursues its investment objective by aiming at achieving the same return rate as the return rate from the Euro Stoxx 50 EUR index, while it does not refle...

The Subfund is a so-called index fund which pursues its investment objective by aiming at achieving the same return rate as the return rate from the Standard & Poors 500 USD index, while it doe...

The Subfund is a so-called index fund which pursues its investment objective by aiming at achieving the same return rate as the return rate from the index calculated according to the formula: 75% W...

The Subfund is a so-called index fund which pursues its investment objective by aiming at achieving the same return rate as the return rate from the MSCI Japan JPY index, while it does not reflec...

PKO Gold Market Equity is an equity subfund, which invests in shares of selected companies operating in the gold and other precious metals market. These are primarily mines engaged in ore extractio...

The Subfund is a so-called index fund which pursues its investment objective by aiming at achieving the same return rate as the return rate from the MSCI Emerging Markets USD index, while it does n...

PKO Pension 2025 is a sub-fund of a defined date within the meaning of the Employee Capital Plans Act (PPK).

PKO Pension 2030 is a sub-fund of a defined date within the meaning of the Employee Capital Plans Act (PPK).

PKO Pension 2035 is a sub-fund of a defined date within the meaning of the Employee Capital Plans Act (PPK).

PKO Pension 2040 is a sub-fund of a defined date within the meaning of the Employee Capital Plans Act (PPK).

PKO Pension 2045 is a sub-fund of a defined date within the meaning of the Employee Capital Plans Act (PPK).

PKO Pension 2050 is a sub-fund of a defined date within the meaning of the Employee Capital Plans Act (PPK).

PKO Pension 2055 is a sub-fund of a defined date within the meaning of the Employee Capital Plans Act (PPK).

PKO Pension 2060 is a sub-fund of a defined date within the meaning of the Employee Capital Plans Act (PPK).

PKO Pension 2065 is a sub-fund of a defined date within the meaning of the Employee Capital Plans Act (PPK).

The Subfund is part of the umbrella PKO Target Retirement – soif, which is available under the PKO TFI Retirement Package (IKZE – Individual Retirement Security Account + IKE – Individual Retiremen...

The Subfund is part of the umbrella PKO Target Retirement – soif, which is available under the PKO TFI Retirement Package (IKZE – Individual Retirement Security Account + IKE – Individual Retiremen...

The Subfund is part of the umbrella PKO Target Retirement – soif, which is available under the PKO TFI Retirement Package (IKZE – Individual Retirement Security Account + IKE – Individual Retiremen...

The Subfund is part of the umbrella PKO Target Retirement – soif, which is available under the PKO TFI Retirement Package (IKZE – Individual Retirement Security Account + IKE – Individual Retiremen...

The Subfund is part of the umbrella PKO Target Retirement – soif, which is available under the PKO TFI Retirement Package (IKZE – Individual Retirement Security Account + IKE – Individual Retiremen...

The Subfund is part of the umbrella PKO Target Retirement – soif, which is available under the PKO TFI Retirement Package (IKZE – Individual Retirement Security Account + IKE – Individual Retiremen...

PKO Conservative primarily invests in short-term treasury bonds, with a smaller allocation to corporate bonds. The subfund is actively managed. PKO Conservative is one of four subfunds within PKO I...

PKO Moderate invests mainly in debt instruments, including government and corporate bonds, while also having exposure to equity instruments, primarily stocks. The subfund is actively managed. PKO M...

PKO Balanced provides exposure to equity instruments, primarily stocks, while maintaining a substantial allocation to debt instruments, including government and corporate bonds. The subfund is acti...

PKO Active provides exposure primarily to equity instruments, focusing on Polish and foreign stocks. Its investment spectrum also includes debt instruments, such as government and corporate bonds. ...

The Subfund’s primary investments consist of Debt Instruments and deposits, with their combined share in the assets not falling below 70% of the Subfund’s Net Asset Value. The Subfund is actively m...

PKO Treasury and Municipal Bonds II is actively managed and invests participants' funds in money market instruments and debt instruments, primarily in bonds issued by Local Government Units (LGUs),...