PKO Polish Equity

The Subfund is a so-called index fund which pursues its investment objective by aiming at achieving the same return rate as the return rate from the index calculated according to the formula: 75% WIG20 + 25% mWIG40, while it does not reflect the components of this index. The Subfund invests in the Polish stock market. The Subfund is actively managed.

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: 2024-12-19

Period	Rate of return (%)
1 month	4.13
3 months	-3.99
6 months	-8.05
1 year	0.23
3 years	14.22
5 years	26.09

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, by means of a so-called index fund, would like to invest in shares of Polish companies and in thoroughly selected foreign funds or mutual investment institutions which are located abroad, including ETFs, which invest their assets in shares of Polish companies
expect a higher rate of return than from investments in bonds
plan to invest in the long term
accept a high level of risk related to subfund's investment policy

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PKO Polish Equity PKO Parasolowy fio

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.