Union Investment history
About Union Investment
Union Investment TFI S.A. is the biggest and the most experienced, independent investment fund company in Poland. We have been present on the polish market for over 16 years, offering investment solutions of best quality for both individual and institutional clients. Our range of products includes: variety of open investment funds, portfolio management, saving plans, individual pension accounts, as well as special investment offer dedicated to enterprises and affluent individual clients.
Our competencies are supported by international experience of our shareholder – Union Asset Management Holding AG based in Frankfurt am Main.
Over 16 years of experience
2011
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Union Investment TFI S.A. gains the second position in the ranking of financial institutions carried out by the “Rzeczpospolita” daily, due to the excellent funds’ performance, its long- term stability, growth of the assets value under management, as well as financial results (net income, ROE)
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2010
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Union Investment for the 6. time (out of 8) is the leader of the investment fund companies ranking by the “Rzeczpospolita” daily and the rating house “Analizy Online”.
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2009
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“Dziennik Gazeta Prawna” daily and “Expander” awards Union Investment the best investment fund company in 2008.
UniFundusze FIO is announced the best umbrella fund on the polish market, according to “Open Finance.
Zbigniew Jakubowski and Andrzej Czarnecki are given “Gold portofios 2008” – the “Parkiet” daily prize for the best investment funds.
Union Investment for the 5. Time (out of 7) is the leader of the investment fund companies ranking by the “Rzeczpospolita” daily and the rating house “Analizy Online”.
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2008
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Union Investment is the vice-leader of the investment fund companies ranking by the “Rzeczpospolita” daily and the rating house “Analizy Online”.
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2007
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Union Investment is again a vice-leader of the investment fund companies ranking by the “Rzeczpospolita” daily and the rating house “Analizy Online”.
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2006
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Dariusz Lasek and Ryszard Rusak are granted „Gold portfolios 2005” – the “Parkiet” daily prize for the best investment funds
Union Investment for the 4. time (out of 4) is the leader of the investment fund companies ranking by the “Rzeczpospolita” daily and the rating house “Analizy Online”.
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2005
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Union Investment Group buys the company’s shares from BGŻ S.A., becoming the only shareholder of Union Investment TFI S.A.
Union Investment for the 3. time (out of 3) is the leader of the investment fund companies ranking by the “Rzeczpospolita” daily and the rating house “Analizy Online”.
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2004
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Union Investment’s outstanding performance gives the company top position in the investment fund companies ranking by the “Rzeczpospolita” daily and the rating house “Analizy Online”. (for the 2. time out of 2)
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2003
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Union Investment is announced the leader of the the investment fund companies ranking by the “Rzeczpospolita” daily and the rating house “Analizy Online”.
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2002
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Union Investment is granted the most customer-friendly investment company by readers of the “Rzeczpospolita” daily.
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2000
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Union Investment and KORONA merge under Union Investment TFI S.A. name.
The new company’s sharekholders are: Union Investment Group (70%) and BGŻ S.A. (30%). The merged company manages 7 open investment funds.
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1998
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Union Investment Group begins activity in Poland and formes investment fund company which in the year 2000 changes the name for Union Investment TFI SA. Sales of the firs fund startes in September. Korona TFI S.A. receives the “Alicja” award for the most consumer-friendly investment product.
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1995
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Bank Gospodarki Żywnościowej SA and Creditanstalt launches Korona Towarzystwo Funduszy Powierniczych SA
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We take care of the quality
We have been a member of the Chamber of Fund and Asset Management (IZFiA), since the beginning of its existence. Within the association we spread the knowledge about investment funds, as well as develop and improve business ethics in the field of investments.
Our activity is always consistent with requirements of the Polish Financial Supervision Authority (KNF) and constantly controlled by this institution.
The current assets under management of Union Investment’s subfunds are as follows:
Assets of Union Investment’s subfunds are as follows:
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Subfund*
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Assets as of 31 January 2012 (thousands PLN)
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Fund manager / s
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UniFundusze SFIO umbrella fund
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UniWIBID
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1 967 306,91
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Dariusz Lasek
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UniEURIBOR
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23 399,91
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Andrzej Czarnecki
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UniTotal Trend
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23 488,40
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Robert Burdach, Robert Ślepaczuk, Krzysztof Izdebski
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UniObligacje Aktywny
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79 830,53
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Krzysztof Izdebski
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UniFundusze FIO umbrella fund
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UniKorona Pieniężny
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1 781 915,99
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Andrzej Czarnecki
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UniKorona Obligacje
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588 159,38
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Dariusz Lasek
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UniObligacje: Nowa Europa
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29 117,96
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Andrzej Czarnecki
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UniDolar Pieniężny
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20 050,44
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Andrzej Czarnecki
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UniBezpieczna Alokacja
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116 432,27
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Tomasz Matras i Marek Warmuz
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UniStabilny Wzrost
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343 506,63
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Ryszard Rusak i Marek Warmuz
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UniKorona Zrównoważony
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575 297,18
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Tomasz Matras i Dariusz Lasek
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UniKorona Akcje
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830 638,30
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Ryszard Rusak
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UniAkcje Sektory Wzrostu
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34 701,32
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Jarosław Lis
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UniAkcje: Nowa Europa
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59 164,46
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Robert Burdach
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UniAkcje Małych i Średnich Spółek
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46 703,04
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Jarosław Lis
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Dedicated funds
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UniSystem
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100,61
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Dedicated funds
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964 329,67
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Dariusz Lasek
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Sum
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7 488 984,74
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The site has been last updated on: 03.02.2012
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