Money market and debt funds

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

Name of the sub-fund and its type

Sub-fund type

In what does it invest?

Investment risk

Advantages and investment horizon

UniKorona Pieniężny

money market

Treasury stocks that have a low fluctuation in value


Minimal


  • stable profit
  • horizon at least 6 months

UniLokata

money market

Short time treasury stocks and corporate bonds


Low


  • stable profit
  • horizon at least 3 months

UniKorona Obligacje

debt

Debt securities


Low


  • Profits from debt securities
  • horizon from 1 to 2 years

UniObligacje Nowa Europa

CEE debt

90 to 100% debt securities from CEE region


Low


  • Profits from securities, emitted by subjects from CEE region
  • horizon at least 2 years

UniDolar Pieniężny

Money market in USD

Money market instruments and debt securities denominated in USD


Low


  • more profitable solution than bank deposits in USD
  • horizon at least months

More information:

The site has been last updated on: 24.04.2012

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