Investment funds

Get promotional offer and acquire Union Investment funds without additional fees

Take advantage of our promotion and purchase Union Investment funds at no additional fees.

You may purchase funds online or by visiting our office, without incurring front load fees.

What does the promotion involve?

The promotion consists in exempting the investor from fees for the acquisition of sub-fund units opened in one of the following ways:

  • Visit the Customer Service Point at the Union Investment office.
  • Open the register with the help of the Company’s employee.
  • Perform the transfer of money to the sub-fund’s account.

The promotion also includes additional payments for the register opened under the promotion.

Benefits,
investment
horizon, risk
Investment in
 

NEW!

  • Potential of the most dynamic stock markets of the Far East
  • Minimum horizon of 6 years
  • Highest

Stocks of companies from developing countries of the Far East

I wpłata: 1 000 PLN
Kolejna: 100 PLN

NEW!

NEW!

NEW!

NEW!

  • profits from the dividends that are regularly paid
  • Horizon over 5 years
  • High risk

Stocks of issuers from the Central and Eastern Europe that regularly pay dividend

PLN 100

NEW!

3,43 %

  • Protection of the real value of the assets in the most profitable way
  • Minimum horizon of 6 months
  • Low risk

Short-term debt securities with low fluctuations in value

PLN 100

2,08 %

  • Stable growth with continuous access to the resources
  • Minimum horizon of 3 months
  • Low risk

Short-term treasury securities and corporate debt securities

PLN 100

0,84 %

  • Profits higher than in the case of USD deposit with full availability of resources
  • Minimum horizon of 3 months
  • Low risk

Money market instruments, mainly debt securities denominated in USD

USD 1000

1,49 %

  • Profits through investments in the best Polish bonds without blocking access to funds
  • Minimum horizon of 2 years
  • Low risk

Bonds and other debt securities

PLN 100

-3,04 %

  • Profits from debt securities and risk reduced through the geographical diversification
  • Minimum horizon of 2 years
  • Moderate risk

Money market instruments and bonds issued by countries from Central and Eastern Europe

PLN 100

9,88 %

  • Stability of bonds supported by the best Polish stocks' return
  • Minimum horizon of 3 years
  • Moderate risk

Stocks (maximum 40%) and debt securities (minimum 60%)

PLN 100

16,87 %

  • Profits generated equally by stocks and bonds
  • Horizon of min. 3 years
  • Moderate risk

Stocks (from 20% to 80% of the portfolio), bonds (the remaining part of the portfolio)

PLN 100

29,30 %

  • Profits from the largest Polish companies, selected on the basis of market and technological advantage
  • Horizon of more than 5 years
  • High risk

Stocks – mainly of large Polish companies

PLN 100

28,79 %

  • Selection of stocks of the best companies
  • Horizon of more than 5 years
  • High risk

Stocks of high potential companies

PLN 100

22,75 %

  • Potential of small, dynamic companies
  • Horizon of more than 5 years
  • High risk

Stocks of small and mid-sized companies

PLN 100

23,54 %

  • Potential of stocks of the best companies in Central and Eastern Europe
  • Horizon of more than 5 years
  • Highest risk

Stocks of companies from Central and Eastern Europe

PLN 100

17,11 %

  • Taking advantage of the potential latent in Turkish economy
  • Horizon over 5 years
  • Highest risk

Stocks of Turkish companies

PLN 100

2,14 %

  • Profits from debt securities
  • Minimum horizon of 1 year
  • Moderate risk

Polish corporate debt instruments

for legal persons: PLN 100 000
for natural persons: the equivalent of EUR 40 000

0,59 %

  • Stable investment with high liquidity denominated in EUR
  • Minimum horizon of 3 months
  • Low risk

Money market instruments and debt securities

for legal persons: EUR 100 000
for natural persons: the equivalent of EUR 40 000

0,89 %

  • Investment with a potentially higher rate of return than traditional debt funds in the medium term
  • Minimum horizon of 2 years
  • Moderate risk

Debt instruments, money market instruments and derivatives.

for legal persons: PLN 1 000
for natural persons: the PLN equivalent of EUR 40 000

NEW!

NEW!

2,63 %

  • Fund dedicated to members and Clients of SGB Group
  • Horizon of more than 3 months
  • Low risk

Money market instruments and debt securities

PLN 1 000

Information about closed-end funds available only after logging-in. In case of questions please contact us.

 

Data is administered by Union Investment TFI S.A. with its registered office in Warsaw, at ul. Polna 11. Data are collected for the performance of Union Investment funds/sub-funds participation agreement. The participant shall have the right to access and modify the data.