UniKorona Akcje

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 Over 5 years
Min. initial payment PLN 100
Investment policy The purpose of the subfund is the longterm increase in the value of its assets as a result of investing in Polish companies. The proportion of stocks in the assets of the subfund cannot be lower than 60%. These are primarily stocks in large companies, the subfund can also buy stocks of companies with average capitalization. Investments in stocks and other securities are made primarily on the basis of a fundamental analysis, especially in the case of equity securities, the basic criterion is determining the market and technological advantage of the company and the quality of business management.
Investor profile The subfund is designated for investors who:

  • want to participate in the profits of the developing Polish market,
  • want a transparent and flexible investment of high liquidity,
  • have investment horizon of at least 5 years,
  • accept high investment risk.
Benchmark  90% WIG, 10% WIBID rate for 1 year deposits .
Subfund manager Ryszard Rusak
Inception date 1 March 1997
Max. front-load fee 5%
Max. management fee 4%
Bank account number 52 1880 0009 0000 0013 0017 0006
Where to buy Points of purchase
Useful
materials
pdf  Fact sheet UniKorona Akcje
16.08.2017
(204.51 KB)