Subfunds with mixed investment policy
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
|
Invests in
|
Investment risk
|
Investment horizon
|
UniStabilny Wzrost
|
Stable growth
|
Stocks (max. 40%) and debt securities (min. 60%)
|
Moderate
|
- Stable growth from equities and bonds
- Horizon at least 3 years
|
UniKorona Zrównoważony
|
Balanced
|
Stocks (from 20% to a max. of 80% of the portfolio) plus bonds (the rest of the portfolio)
|
Moderate
|
- Profits from debt securities and stocks of the best Polish companies
- Horizon from 3 to 5 years
|
More information:
- Prices of the subfunds to be found here.
- Archival prices
- Sub-fund assets
The site has been last updated on: 24.04.2012
|
|
|
