UniStrategie Dynamiczny

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
 

Type fund of fund
Level of risk  Moderate
Investment horizon Min. 6 years
Min. initial payment PLN 1000
Investment policy

The purpose of the subfund is the long-term value increase of its assets as a result of increase of the  value of its deposits. The fund actively invests up to 100% of the subfund’s assets in units of the foreign UniStrategie: Dynamisch fund, managed by Union Investment Privatfonds GmbH. The subfund doesn’t fully reflect investment results of the UniStrategie: Dynamisch fund.

Investor profile

The subfund is addressed to investors who:

  • want to participate in profits from investment in global equity and debt funds
  • have investment horizon of min. 6 years
  • accept high investment risk
Benchmark No
Subfund manager

Maciej Kik

Inception date 31 January 2015
Max. front-load fee 5%
Max. management fee 4%
Bank account number

47 1880 0009 0000 0013 0098 8000

Where to buy Points of purchase
Useful
materials