Details

A portfolio where assets from stock exchange funds prevail, supplemented with a small percentage of securities market funds. Possible significant fluctuations of unit value and high rate of return in the long term.

Risk and investment period

 

 

Synthetic Risk and Reward Indicator (SRRI) equivalent. Calculated pro rata on the basis of benchmarks of subfunds forming part of the portfolio, available in the Key Investor Information Documents (KIID).

 
Who is it for?

It is addressed to people who expect considerable profits in the long term while accepting high investment risk and a possibility of losses in the short term, those who would like the risk of losses to be minimized within five years’ time.

Investment portfolios are a proposal covering three ready-made strategies based on investing funds, in an appropriate proportion, in open-end investment funds thoroughly selected out of the PKO TFI SA offer.

The portfolios differ in their specific investment strategies adjusted to various investors’ needs. They range from the safest ones, with prevailing Treasury funds and bonds, to more aggressive ones, where a considerable part of assets are invested in stock funds. An investor can choose a portfolio which meets their expectations in terms of the rate of return and acceptable investment risk.

The investment portfolios managed by PKO TFI SA are:

  • unique solutions which combine the advantages of two investment approaches – passive and active
  • a well-diversified investment, which provides a favourable relation of potential profit to risk
  • knowledge and skills of an experienced team of PKO TFI SA managers, who gain superior rates of return for the investors