UniStabilny Wzrost

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 Stable growth subfund
Level of risk  Moderate
Investment horizon Min. 3 years
Min. initial payment PLN 100
Investment policy

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.

Investor profile The subfund is addressed to investors who:

  • want to participate in profits from Polish stocks and at the same time reduce the exposure in stocks by an investment in debt securities,
  • demonstrate a moderate risk profile,
  • have investment horizon of at least 3-years,
  • want to take profits from the growth of the Polish economy,
  • need a transparent and flexible investment of high liquidity,
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
Where to buy Points of purchase
Useful
materials
pdf  Fact sheet UniStabilny Wzrost
16.08.2017
(199.81 KB)