PKO Target Retirement 2050

The Subfund is part of the umbrella PKO Target Retirement – soif, which is available under the PKO TFI Retirement Package (IKZE – Individual Retirement Security Account + IKE – Individual Retirement Account). PKO Target Retirement 2050 is addressed particularly to investors born between 1980 and 1989 who are saving money on a long-term basis for the purposes of a retirement pension, and accept the risk resulting from investments in an equity instrument. The date of use of the sub-fund assets for the purposes of a retirement pension falls about 2045. 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: 2024-11-19

Period	Rate of return (%)
1 month	-2.31
3 months	-2.40
6 months	-1.00
1 year	9.17
3 years	11.93
5 years	27.66
10 years	67.71

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 those who plan to save money for the purposes of a retirement pension
desire to invest particularly in shares of companies from Poland and all over the world, as well as government bonds and corporate bonds
expect a higher rate of return than one based on bonds
want their investment to be adjusted to their age and age of retirement
accept an medium level of risk

Print

PKO Target Retirement 2050 PKO Zabezpieczenia Emerytalnego 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.