UniObligacje: Nowa Europa
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
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*There was no fund pricing on a given beginning day.
|Subfund type||Bond subfund|
|Level of risk||Moderate|
|Investment horizon||Min. 2 years|
|Min. initial payment||PLN 100|
|Investment policy||The subfund invests in money market instruments and bonds issued by Central and East European countries, corporate bonds and other debt securities issued by entities domiciled in Central and East European countries, as well as other debt securities not mentioned above. The proportion of other investment categories in the subfund should be lower than 30% of the value of the assets. Subfund geographic area: Poland, Czech Republic, Slovakia, Hungary, Turkey, Lithuania, Latvia, Estonia, Slovenia, Cyprus, Kazakhstan, Malta, Bulgaria, Romania, Ukraine, Macedonia, Croatia, Bosnia and Herzegovina, Serbia, Montenegro, Albania. Investments are primarily made on the basis of current ratings and the development prognoses for the macroeconomic situation of the country issuing securities, and their impact on market interest rates.|
The subfund is addressed to investors who:
|Benchmark||Merrill Lynch Poland, Hungary, Junch, Turkey, Slovakia Government Index (in PLN)|
|Subfund manager||Andrzej Czarnecki|
|Inception date||1 November 2007|
|Max. front-load fee||2%|
|Max. management fee||2%|
|Bank account number||65 1880 0009 0000 0013 0053 1000|