Generali Akcji: Megatrendy
Equity sub-fund
Portfolio risk:
interface.minPayment100 PLN
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Amount invested 100 PLN
Gained result * 0 PLN
Final value 0 PLN
*In selected day of the beginning of the investment fund was not yet measured.
Show benchmark

* The results obtained may be reduced by the front-load fees and the taxes due.

Fund Characteristics
Umbrella Generali Fundusze FIO
Min. investment horizon 5 years
Min. initial payment 100 PLN
Min. next payment 100 PLN
Investment Policy
  • The sub-fund invests mainly in stocks of companies with high growth potential listed in developed markets (among others in the US, Europe, Japan), denominated in foreign currencies.
  • It is possible to select additional foreign companies operating in fast-growing industries and having innovative solutions for the manufactured products and offered services.
  • Striving to hedge against the FX risk.

The sub-fund also has the possibility of investing funds in investment categories other 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 February 1, 2021, the name of the sub-fund changed. Old name of the sub-fund – Generali Globalnych Akcji Wzrostu.

Investor profile

The sub-fund is addressed to investors who:

  • intend to invest in the sub-fund investing in stocks of global growth companies,
  • plan to diversify their portfolio of funds with the stock sub-fund investing in developed markets,
  • accept high investment risk,
  • whose investment horizon is at least 5 years.
Benchmark 90% MSCI World Net Total Return USD Index, 10% WIBID 1M rate set 2 business days before the last business day of the previous month.
Subfund manager Adam Woźny, Michał Milewski
Inception date 2016-06-01
Max. front-load fee 5%
Max. management fee 2%
Bank account number 13 1880 0009 0000 0013 0089 2000
Currently charged management fee 2%
Performance fee

20% of the sub-fund's net result above the benchmark in a given crystallisation period, subject to the limitations set out in the prospectus.