UniObligacje Aktywny

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 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.
Investor profile The subfund is addressed to investors, who:
  • want to make profits from developing debt securities markets from Central and East Europe,
  • want to use, through the fund, an extensive management system utilizing wide range of investment instruments,
  • have investment horizon of at least 2 years
  • accept moderate investment risk,
  • want to have a transparent and flexible form of investment of high liquidity.
Benchmark No benchmark
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
Where to buy Points of purchase
Useful
materials
pdf  Fact sheet UniObligacje Aktywny
22.05.2017
(131.86 KB)