THE OBJECTIVE OF THE INVESTMENT POLICY IS TO ACHIEVE CAPITAL GROWTH
No less than 80% of fund assets by value are invested in debt securities with fixed and variable interest, denominated in Polish currency. The remainder may be invested in T-bills, money market instruments, and term deposits.
The situation in the financial markets has a moderate impact on the value of the fund units. Due to a small degree of currency exchange rate risk, interest rate risk, and credit risk, the overall risk of fund unit value dropping in the medium- and long-term perspective is significantly limited.
A detailed description of the Investor Bond subfund's investment policy and investment risk can be found in the Prospectus for Investor Umbrella Fund. All regulatory documents are available in Polish.