PKO Pension 2055

Sub-fund of a defined date within the meaning of the Employee Capital Plans Act (PPK). The aim of the Sub-fund is to increase the value of its assets as a result of an increase in the value of investments.

By 31 December 2034, the total value of deposits of PKO Pension 2055 located as part of the debt component ranges between 20% and 40% and, as part of the share, from 60% to 80% of the value of the sub-fund's assets. According to the life-cycle concept, the proportion of share and debt component will be subject to change as soon as 2055 is approaching, in accordance with the schedule indicated in the Fund's statute. With a view to gradually reducing the investment risk, the closer we are to the model of the investor's pensionable age fixed by 2055, the smaller the division of the share in the sub-fund's portfolio. The sub-fund is actively managed.

The PKO Pension 2055 is addressed to participants of the PPK who were born between 1993 and 1997.

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.

Valuation date: 2024-12-02

Period	Rate of return (%)
1 month	2.76
3 months	-1.32
6 months	1.15
1 year	10.61
3 years	25.29
5 years	48.36

The presented data refer to the results achieved in the past and do not constitute a guarantee of achieving the same results in the future.

For whom?

for people who plan to save money for retirement
were born between 1993 - 1997
who accept a medium level of risk

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PKO Pension 2055 PKO Emerytura sfio

Dokument jest dostępny wyłącznie dla posiadaczy certyfikatów inwestycyjnych tego funduszu. Aby go wyświetlić/pobrać należy w polu hasło wpisać 2 pierwsze i 2 ostatnie cyfry ze Swojego numeru PESEL lub numeru REGON w przypadku uczestników będących osobami prawnymi.