Umbrella Funds

Open Investment Fund

It is a fund for investing assets in financial instruments issued mainly on the Polish market, such as equities, bonds or Treasury bills, at the same time allowing for selection of an investment strategy that is in line with the Client’s individual preferences and acceptable level of risk.

The Fund consists of the following sub-funds:

Deposit Subfund

Debt Instruments Subfund

Stable Growth Subfund

Economic Trend Subfund

Dynamic Subfund

Equity Subfund

Specialized Open Investment Fund

It is a fund for investing assets in financial instruments available both on the Polish market and on the foreign markets, including the ”fund of funds” strategies where the funds, in whole or in part, are invested in other foreign investment funds while hedging their foreign exchange risk.

The Fund consists of the following sub-funds:

Corporate Bond Subfund

Global Stable Growth Subfund

Conservative Subfund

Absolute Return Subfund

Global Alternatives Subfund

Global Equity Subfund

Umbrella Funds

Open Investment Fund

Specialized Open Investment Fund

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