PKO Target Retirement 2060

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 2060 is addressed particularly to investors born between 1990 and 1999 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 2055. 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: 2024-11-20

Period	Rate of return (%)
1 month	-3.14
3 months	-2.36
6 months	-2.27
1 year	11.38
3 years	14.64
5 years	36.47
10 years	78.29

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

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PKO Target Retirement 2060 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.