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Generali Akcji Ekologicznych Europejski
Former Generali Akcji Ekologicznych
Equity sub-fund
Portfolio risk:
interface.minPayment100 PLN
-
Amount invested 100 PLN
Gained result * -10,55 PLN
Final value 89,45 PLN
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*In selected day of the beginning of the investment fund was not yet measured.
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* The results obtained may be reduced by the front-load fees and the taxes due.

Fund Characteristics
Umbrella Generali Fundusze SFIO
Min. investment horizon 5 years
Min. initial payment 100 PLN
Min. next payment 100 PLN
Investment Policy
  • The sub-fund invests at least 80% of NAV into the shares of the Sycomore Europe Eco Solutions sub-fund which is separated as part of the foreign sub-fund called Sycomore Fund SICAV; the investment spectrum of that sub-fund focuses on investing into listed European companies whose business models support environment transformation in the following areas: renewable energy, efficient energy use and electrification, mobility, natural resources, renovation and construction, circular economy, food and ecosystem services.
  • The source sub-fund excludes companies that destroy biodiversity, add to the global warming or have low ESG ratings.
  • Striving to hedge against the FX risk.

The sub-fund also has the possibility of investing funds in other investment categories than the ones defined above. A full description of the investment policy is set out in the Fund’s articles of association which are available at www.generali-investments.pl, tab: Documents.

On November 9, 2023, the name of the sub-fund changed. Old name of the sub-fund – Generali Akcji Ekologicznych.
Investor profile

The sub-fund is addressed to investors who:
● are interested in investing in environmentally-friendly solutions,
● want to benefit from the green revolution,
● accept high investment risk,
● whose investment horizon is at least 5 years.

Subfund manager Adam Woźny, Michał Milewski
Inception date 2021-06-30
Max. front-load fee 5%
Max. management fee 2%
Bank account number PL 15 1880 0009 0000 0013 0162 8000
Currently charged management fee 2%