Asset management for firms and institutions
From November 2004 we offer our customers services in asset management.
For whom is asset management?
If:
- you are interested in access to portfolios with a greater elasticity than a fund portfolio (a smaller amount of companies),
- you have for investment at least 2 million PLN or 20 million PLN,
- you are looking to diversify your investment,
we have for you an offer of model portfolios and individual portfolios.
In our offer there are:
- 4 model portfolios (financial instruments, debt, stable growth and joint-stock) in which all clients can invest - minimum 2 million PLN,
- individual portfolios, created to meet needs of an individual customer - minimum 20 million PLN.
Portfolio
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Investment strategy
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Risk
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Benchmark
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Financial instruments model
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Investments in:
- treasury bills,
- cash market instruments and bonds with variable interest emitted by Treasury, territorial self-government bodies, firms,
- bank deposits,
- letters of charge,
- deposit certificates
and other bank floaters.
The amount of cash market instruments is not less than 70% of the portfolio value.
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Low
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The product of one monthly rate on the Warsaw Stock Market and the coefficient 0.85
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Debt model
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100% investments in debt securities emitted by firms, territorial self-government bodies.
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Average
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Profitability of 52-week treasury bills
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Stable growth model
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Resources dynamically allocated between a debt and joint-stock portfolio:
- debt part: minimum 70% of the portfolio
- the joint-stock part: maximum 30% of the portfolio (mainly stock as part of the WIG index).
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Average
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70% profitability of 52-week treasury bills and 30% WIG
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Stock model
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No less than 60% of the portfolio invested in stocks (up to 100% of the portfolio) - above all stocks of large companies and firms with average capitalization.
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Higher
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WIG share index
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Individual
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Fitted to the needs of the client.
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Chosen according to the individual inclination to risk
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If you want to get more detailed information about our asset management offer, call us at the numbers: (0-22) 449 04 92, (0-22) 449 04 97, (0-22) 449 04 14 (from Monday to Friday, from 8:30 to 17:00) or write: instytucje@union-investment.pl
The site has been last updated on: 11.07.2011
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