PKO U.S. Equity Subfund

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 Standard & Poors 500 USD index, while it does not reflect the components of this index. The Subfund invests in the American 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	-0.67
3 months	3.27
6 months	7.18
1 year	23.22
3 years	30.31
5 years	76.50
10 years	138.65

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 American companies and in thoroughly selected foreign funds or mutual investment institutions which are located abroad, including ETFs, which invest their assets in shares of American companies,
expect a higher rate of return than from investments in bonds
plan to invest in the long term
accept a medium level of risk related to subfund's investment policy

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PKO U.S. Equity Subfund PKO Parasolowy fio

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