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Generali Korona Akcje
Equity sub-fund
Portfolio risk:
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3/5
interface.minPayment100 PLN
-
Amount invested 100 PLN
Gained result * 0 PLN
Final value 0 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 FIO
Min. investment horizon 5 years
Min. initial payment 100 PLN
Min. next payment 100 PLN
Investment Policy

The investment objective of the sub-fund is a long-term increase in the value of assets as a result of investment value growth. Generali Korona Akcje is the Polish equity sub-fund.
The sub-fund invests mainly in stocks of Polish issuers. These are mainly stocks of large companies with a well-established market position. The sub-fund may also invest in stocks of companies with medium and low capitalization.
Investor profile

The sub-fund is addressed to investors who:

  • intend to invest their funds in the sub-fund investing in stocks of companies listed mainly in Poland,
  • accept high investment risk,
  • whose investment horizon is at least 5 years.
Benchmark 90% WIG, 10% 1 year WIBID (Warsaw Interbank Bid Rate)
Subfund manager Ryszard Rusak
Inception date 1997-03-01
Max. front-load fee 5%
Max. management fee 2,5%
Bank account number 52 1880 0009 0000 0013 0017 0006
Currently charged management fee 2,5%
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