UniAkcje Wzrostu

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  High
Investment horizon Min. 5 years
Min. initial payment PLN 100
Investment policy

UniAkcje Wzrostu subfund invests mostly in stocks of companies from Central and Eastern Europe. Investments of the subfund in stocks are made based on the fundamental analysis and qualitative assessment of companies. There is a possibility of matching or changing companies in the portfolio depending on their growth perspectives. Subfund assets can be also invested in bonds and other financial instruments allowed by the Statute.

Investor profile The subfund is addressed to investors who:

  • want to make profit by investing in stocks of precisely selected companies of the best prospects,
  • want to participate in profits of companies that are leaders in their branches,
  • have investment horizon of at least 5 years,
  • accept high investment risk,
  • want a transparent and flexible investment of high liquidity
Benchmark No benchmark
Subfund manager Tomasz Matras
Inception date 1 November 2007
Max. front-load fee 5%
Max. management fee 4%
Bank account number 07 1880 0009 0000 0013 0052 7000
Where to buy Points of purchase
Useful
materials
pdf  Fact sheet UniAkcje Wzrostu
14.03.2017
(166.79 KB)