UniAkcje: Turcja

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.

 
 
 
 
 
 
 
 
 
 
 
 
 
  Fund Initial
value
Final
value
Rate
of return
         

*There was no fund pricing on a given beginning day.


Fund's details
 

Subfund type Equity subfund
Level of risk  Highest
Investment horizon Over 5 years
Min. initial payment PLN 100
Investment policy

The aim of the subfund is the long-term value increase of its assets as a result of subfund deposits in stocks of Turkish companies. Share of stocks and other securities of shareholding nature in assets of the fund will be no lower than 60%. Deposits in stocks and other securities are made mostly on the basis of the fundamental analysis, especially in the case of documents of shareholding nature. The basic criterion is to define the market and technological advantage of a company, and management quality of an enterprise.

Investor profile

The subfund is dedicated to investors, who:

  • would like to participate in profits of companies based in Turkey
  • are looking for flexible investment opportunities of high liquidity
  • have investment horizon of at least 5 years,
  • accept highest investment risk.
 

 The subfund is not dedicated to investors, who:

  • are interested in a guaranteed profit,
  • do not accept investment volatility in a short term,
  • invest short-termly.
Benchmark 90% Indeks BIST 100 + 10% 1M WIBID
Subfund manager Robert Burdach
Inception date 1 May 2013
Max. front-load fee 5%
Max. management fee 4%
Bank account number 52 1880 0009 0000 0013 0088 8000
Where to buy Points of purchase
Useful
materials
pdf  Fact sheet UniAkcje: Turcja
13.06.2017
(227.43 KB)