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Generali Akcji: Megatrendy
Equity sub-fund
Portfolio risk:
interface.minPayment100 PLN
-
* 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.
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 Growth Net Total Return, 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.
Useful materials
