The dashed line in the chart shows the performance of the Subfund before the change in the investment policy that took place on 25 February 2023. More information about the change in the investment policy is available here.
The subfund’s portfolio may include financial instruments funding projects such as renewable energy expansion, sustainable transportation, and water resource conservation, along with other environmentally and socially responsible initiatives. In its effort to minimize the negative impact on the Earth's climate, the subfund also backs companies that are proactively reducing greenhouse gas emissions and improving resource efficiency. The subfund is actively managed.
The maximum level of equity instruments (mainly shares) in the Subfund portfolio is up to 40% of the Subfund’s Net Asset Value.
Please be informed that in the last 12 months, the Subfund underwent significant changes:
- on 16 September 2022, the PKO stable Growth Subfund (acquiring subfund) was merged with the PKO Balanced Subfund (acquired subfund), separated within PKO Umbrella – open-end investment fund. More information about the merger is available here;
- on 25 February 2023, there were changes in the name and investment policy of the PKO Stable Growth Subfund, separated within PKO Umbrella – open-end investment fund. Since the said date, the Subfund has adopted the name of PKO Dynamic Allocation. More information about the changes made is available here.
Investing involves risk. Please read KID and the Fund's Prospectus before making an investment. The historical performance presented is not a guarantee for similar investment results in the future. The full content of the legal note.