A sub-fund of a defined date within the meaning of the Employee Capital Plans Act (PPK). The aim of the Sub-fund is to increase the value of its assets as a result of an increase in the value of investments.
By 31 December 2029, the total value of investments of PKO Pension 2040 allocated as part of the debt component ranges between 30% and 60% and, as part of the share, from 40% to 70% of the value of the sub-fund's assets. According to the life-cycle concept, the proportion of share and debt component will be subject to change as soon as 2040 is approaching, in accordance with the schedule indicated in the Fund's statute. With a view to gradually reducing the investment risk, the closer we are to the model of the retired investor's period fixed by 2040, the smaller the division of the share in the sub-fund's portfolio. The subfund is actively managed.
The PKO Pension 2040 is addressed to participants of the PPK who were born between 1978 and 1982.