PKO Balanced

PKO Balanced provides exposure to equity instruments, primarily stocks, while maintaining a substantial allocation to debt instruments, including government and corporate bonds. The subfund is actively managed. PKO Balanced is one of four subfunds within PKO Investment Portfolios – SFiO.

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.

Recommended minimum investment time 4 years

Valuation date: 2025-02-20

Period	Rate of return (%)
1 month	3.11
3 months	5.33
6 months	5.33
1 year	10.65
3 years	23.34
5 years	27.31

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 investors who want to invest in shares of companies from Poland and all over the world, as well as government bonds and corporate bonds
for people who want to invest in shares of companies of different capitalization and debt securities issued by entities of various credit rating
expect a higher rate of return than on bonds
accept the possibility of fluctuations in the value of the Unit of Participation
accept a medium level of risk related to Subfund's investment policy

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PKO Balanced PKO Portfele Inwestycyjne 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.