Generali Obligacji Ekologicznych
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Generali Obligacji Ekologicznych
Debt sub-fund
Portfolio risk:
Fund Characteristics
Umbrella Generali Fundusze SFIO
Min. investment horizon 3 years
Min. initial payment 100 PLN
Min. next payment 100 PLN
Investment Policy
  • The sub-fund invests indirectly mainly in bonds issued by companies whose business model, products, services or production processes make a positive contribution to the challenges of energy and ecological transition through a thematic SRI (Socially Responsible Investing) strategy.
  • Investments in bonds are made indirectly by investing assets in the units of the Sycomore Environmental Euro IG Corporate Bonds, sub-fund of Sycomore Fund SICAV.
  • The source sub-fund excludes businesses that destroy biodiversity, contribute towards global warming, or display poor Environmental, Societal and Governance ratings.
  • Thanks to the selection process, the total value of the Modified Duration factor for the foreign sub-fund's portfolio will be maintained in the range of +3 to +9.
  • The sub-fund aims to hedge currency risk.
  • The sub-fund also has the possibility to invest its assets in investment categories other than those mentioned 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:

  • are interested in investing in environmentally-friendly solutions,
  • want to benefit from the green revolution,
  • accept moderate investment risk,
  • whose investment horizon is at least 3 years.
Subfund manager Kinga Niciporuk
Max. management fee 2%
Bank account number PL60188000090000001301698000
Currently charged management fee 1%