Funds with capital protection

Before you decide on a given sub-fund:

  • Acquaint yourself with its description contained in the prospectuses: in what does it invest, for whom it is intended.
  • Check its historic results in the Archive.
  • Check detailed monthly information in a form of fund factsheets (clicking on the fund name in the table below)..

Fund description

Subfund name

Subfund type

In what it invests

Investment risk

Profits and investment horizon

UniBezpieczna Alokacja

Capital protection subfund

stocks and other debt securities – 0 to 100% of the portfolio.


Low


  • Protection of invested capital in 1-year period
  • Chances given by the equity part of portfolio and stability guaranteed by the debt part.
  • At least 2-year horizon

More information:

The site has been last updated on: 24.04.2012

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