UniKorona Obligacje

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 Polish bond subfund
Level of risk  Low
Investment horizon 2 years
Min. initial payment PLN 100
Investment policy The purpose of the subfund is the long-term increase in the value of its assets as a result of investing in bonds and other debt securities. The proportion of other investment categories in the subfund should be lower than 30% of the value of the assets. Investments are primarily made on the basis of current ratings and macroeconomic prognoses of the country issuing securities and their impact on market interest rates.
Investor profile The subfund is designated for investors who:

  • want to have easy access to the debt securities market,
  • are interested in an alternative to direct investment in bonds,
  • require investments that are flexible, clear and highly liquid,
  • have investment horizon of at least 2 years,
  • accept low investment risk.
Benchmark Bloomberg BPOL15
Subfund manager Dariusz Lasek
Inception date 1 November 1999
Max. front-load fee 1%
Max. management fee 2%
Bank account number 83 1880 0009 0000 0013 0017 4007
Where to buy Points of purchase
Useful
materials
pdf  Fact sheet UniKorona Obligacje
13.06.2017
(175.32 KB)