Generali Fundusze SFIO
Min. investment horizon
Min. initial payment
1 000 PLN
Min. next payment
1 000 PLN
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.
Bloomberg Barclays Series-E Poland Govt 1-5 Yr Bond Index
Bank account number
37 1880 0009 0000 0013 0109 1000
Currently charged management fee