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
- UniGotówkowy Aktywa Polskie
- UniAkcje Globalny Dywidendowy
- UniAkcje Biopharma
- UniAkcje: Daleki Wschód
*There was no fund pricing on a given beginning day.
|Subfund type||Stable growth subfund|
|Level of risk||Moderate|
|Investment horizon||Min. 3 years|
|Min. initial payment||PLN 100|
The subfund invests in debt securities and money market instruments ensuring a competitive interest rate, both fixed and floating. The percentage of those instruments in the portfolio is minimum 60%, stocks are maximum 40% of the portfolio. Decisions on portfolio composition are taken mostly on the basis of the fundamental analysis.
Subfund’s investments in the aforementioned instruments are made on the basis of the current ratings and forecasts for the macroeconomic situation in the country issuing securities. and their impact on market interest rates. The proportion of the equity and debt parts is determined based on factors affecting the developments in stock markets and the current status and perspectives for profi tability of debt securities and money market instruments.
The subfund is addressed to investors who:
|Benchmark||70% Bloomberg BPOL15, 30% WIG.|
|Subfund manager||Robert Burdach|
|Inception date||1 November 2007|
|Max. front-load fee||3%|
|Max. management fee||3%|
|Bank account number||94 1880 0009 0000 0013 0053 3000|