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pl
Generali Akcji Europejskich
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 SFIO
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 listed on the stock exchanges of developed markets in the European countries, and denominated in foreign currencies.
- It is possible to select additional companies operating in sectors that are frequently more underrepresented on the other stock exchanges in developed markets.
- 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.
The subfund's investment policy and its name has changed on January 11, 2020. The subfund's results presented until January 11, 2020 are the results achieved during the previously implemented investment policy.
Investor profile
The sub-fund is addressed to investors who:
- intend to invest their funds in the sub-fund investing in stock of companies listed mainly in Europe, in developed markets,
- plan to diversify their portfolio of funds with sub-funds investing outside Poland,
- accept high investment risk,
- whose investment horizon is at least 5 years.
Benchmark
90% MSCI Europe Gross Return EUR Index, 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
2020-01-11
Max. front-load fee
5%
Max. management fee
2%
Bank account number
97 1880 0009 0000 0013 0105 5000
Currently charged management fee
2%
Useful materials
