Wide range of solutions,
tailored just for you
Wide range of solutions,
tailored just for you
Wide range of solutions,
tailored just for you
Find out more
Close to market and Clients
– that’s how we work
Close to market and Clients
– that’s how we work
Close to market and Clients
– that’s how we work
Learn more about us

Union Investment offers you a wide range of options

Institutional investors differ not only in terms of their specific requirements and objectives; they need to act according to various regulatory restrictions. We design solutions which suit the needs and expectations of institutional investors. In order to satisfy these requirements, Union Investment offers an extensive range of standardized as well as custom-built investment vehicles, including standardized and dedicated funds, segregated accounts and advisory services.

Investment funds

Investment funds, including institutional funds, have been in the focus of Union Investment’s product development activities for years. They can be purchased in smaller volumes at special conditions and are therefore available to a broad base of institutional investors. The funds combine the demand for a high degree of flexibility and broad risk diversification and therefore represent – depending on the type of strategic asset allocation – an attractive way of diversifying portfolios. We are also experienced in building tailor- -made funds for specific Clients and groups.

Discretionary mandates & advisory

In addition to products and services offered on the fund level, Union Investment also offers its asset management expertise to institutional investors in advisory and outsourcing mandates. For advisory mandates, Union Investment acts as an external asset management advisor and makes investment recommendations. Ultimate decision making authority, as well as order management and compliance with investment limits rest with the advised company. For discretionary mandates, the investment decision authority and performance responsibility is transferred to Union Investment as external manager – the portfolio is managed by us. Here, we assume the tasks of an asset managing company as well as the duty for active portfolio management and adequate diversification.

Core competencies

Unlocking the potential of Central and Eastern Europe
Union Investment TFI S.A. is your gateway to successful investments in the CEE region. With a team of highly professional specialists we provide our Clients with coverage of majority of the markets in the region. With direct link to markets and companies we can filter through a substantial number of investment opportunities and look for the most promising ones.

What distinguish us?
Years of Experience
We operate in Poland since 1995., initially as Korona TFP S.A., and now as Union Investment TFI S.A. For 20 years continuously we are working on the opinion of a good, respected investment fund companies.
The trust of our Investors
We maintain fair, partnership relations with people who invest with us. We put your satisfaction first. We have trusted us over 100 thousand investors who have entrusted us with over 10 billion PLN.
Lots of funds to choose
We offer a wide selection of Funds In order to make everyone able to invest in accordance with their abilities and needs. The minimum deposit Most of our funds is 100 PLN.
Good Results
Our funds for many years work out good, reproducible results, which multiply the savings of our investors.
Stable management team
Our results are thanks to one of the most stable in Poland, management teams, the composition of which 15 years has been only slight changes.
Always with the best
12 years in a row we became the podium (including 8-fold as the best TFI) TFI prestigious ranking organized by the daily newspaper "Rzeczpospolita" and the independent analyst company "Analizy Online". We were also repeatedly rewarded with Gold Portfolio and the Bull and Bear statuettes.
High ratings
As many as 11 of our funds have high ratings - 4 or 5 stars - "Analizy Online". This means that these funds are distinguished by the superior quality and outperform competitors. The experts, who evaluate them agree to the fact that our funds "deserve to be in your wallet."
About us
Close to markets and close to Clients