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
- UniAbsolute Return Uniwersalny
- UniStrategie Dynamiczny
- UniAkcje Globalny Dywidendowy
- UniAkcje Biopharma
- UniAkcje: Daleki Wschód
*There was no fund pricing on a given beginning day.
|Subfund type||Debt subfund|
|Level of risk||Moderate|
|Investment horizon||Min. 2 years|
|Min. initial payment||
for institutional Clients: 1,000 PLN
for individuals: the equivalent of 40,000 EUR
|Investment policy||UniObligacje Aktywny is a debt subfund, which assets are allocated mainly in bonds and money market instruments of issuers from Poland and those from the Central and East European countries, as well as in equity derivatives. The subfund is characterized by lack of strict rules concerning selection of portfolio assets and their high volatility in portfolio. Subfund’s investments in assets are made mainly based on the current evaluation and projections for the macroeconomic developments in the country of the issuer, as well as their impact on market interest rates.|
The subfund is addressed to investors, who:
|Subfund manager||Krzysztof Izdebski|
|Inception date||1 May 2011 r.|
|Max. front-load fee||3%|
|Max. management fee||max. 4%|
|Bank account number||PL 74 1880 0009 0000 0013 0073 9000|