THE OBJECTIVE OF THE INVESTMENT POLICY IS TO ACHIEVE CAPITAL GROWTH
No less than 60% of fund assets by value are invested in debt securities, money market instruments, and term deposits. From 5% to 40% of fund assets by value may be invested in shares and share-based instruments. The fund may invest in small, medium-sized, and large Polish companies.
Heightened risk - mainly due to share market volatility, currency exchange rate risk, interest-rate risk, and credit risk - could cause the fund units to lose value.
A detailed description of the fund's investment policy and investment risk can be found in the Prospectus for the Investor Pension fund. All regulatory documents are available in Polish.