The objective of the sub-fund is an increase in the value of assets as a result of investment value growth. SGB Dłużny is the bond sub-fund.
The sub-fund invests mainly in debt instruments issued by the State Treasury. The sub-fund may also invest in bonds issued by enterprises denominated in PLN or foreign currency or in government bonds issued abroad. In order to hedge exchange rate risk, the sub-fund may enter into derivative contracts.
The sub-fund is addressed to investors who:
- intend to invest their financial surplus in the bond sub-fund,
- are interested in an alternative to direct investment in bonds,
- accept low investment risk,
- whose investment horizon is at least 2 years.