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.
- Parasol UniFundusze FIO
- UniAkcje: Turcja
- UniAkcje: Nowa Europa
- UniAkcje Małych i Średnich Spółek
- UniAkcje Wzrostu
- UniKorona Akcje
- UniKorona Zrównoważony
- UniStabilny Wzrost
- UniObligacje: Nowa Europa
- UniKorona Obligacje
- UniDolar Pieniężny (USD)
- UniKorona Pieniężny
- UniAkcje Dywidendowy
- Parasol UniFundusze SFIO
- SGB Gotówkowy
- SGB Dłużny
- SGB Zagraniczny
- UniObligacje Aktywny
- UniEURIBOR (EUR)
- UniWIBID Plus
- UniAktywny Pieniężny
- UniGotówkowy Aktywa Polskie
- UniAkcje Globalny Dywidendowy
- UniAkcje Biopharma
- UniAkcje: Daleki Wschód
*There was no fund pricing on a given beginning day.
|Subfund type||Equity subfund|
|Level of risk||High|
|Investment horizon||Over 5 years|
|Min. initial payment||PLN 100|
|Investment policy||The subfund invests resources mostly in dividend-paying stocks of companies from Europe and in subscription warrants, rights to stocks, rights of option, and depository receipts, yet the share of stocks and other securities of shareholding nature in the assets of the fund will be no lower than 60%. The remaining part of the assets can constitute other deposit categories enlisted in the statutes, in particular, debt securities and money market instruments. The subfund deposits in stocks and other securities are made mostly on the basis of the fundamental analysis, especially in the case of securities of shareholding nature, the basic criterion is to determine market and technological advances of companies and management quality of an enterprise.|
The subfund is dedicated to investors, who:
The subfund is not dedicated to investors, who:
|Subfund manager||Tomasz Matras|
|Inception date||1 June 2016|
|Max. front-load fee||5%|
|Max. management fee||4%|
|Bank account number||13 1880 0009 0000 0013 0089 2000|