The presented data refer to the results achieved in the past and do not constitute a guarantee of achieving the same results in the future.
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 2044, the total value of investments of PKO Pension 2065 allocated as part of the debt component ranges between 20% and 40% and, as part of the share, from 60% to 80% 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 2065 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 investor's pensionable age fixed by 2065, the smaller the division of the share in the sub-fund's portfolio. The sub-fund is actively managed.
The PKO Pension 2065 is addressed to participants of the PPK who were born between 2003 and 2007.