THE OBJECTIVE OF THE INVESTMENT POLICY IS TO ACHIEVE CAPITAL GROWTH
From 40% to 65% of fund assets by value are invested in shares and share-based instruments, mainly from Polish companies. The fund may invest in small, medium-sized, and large companies. Up to 40% of fund assets by value may be placed in debt securities, money market instruments, and term deposits.
Heightened risk - mainly due to share market volatility, 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 Balanced. All regulatory documents are available in Polish.