This is an advertising information. Past performance does not indicate future returns.
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Performance* |
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|---|---|---|
| Period | ESA Opportunity | |
| 1 month | -1.34% | |
| 3 months | 4.76% | |
| 6 months | 11.94% | |
| 12 months | 14.46% | |
| 36 months | -25.40% | |
| 60 months | 25.38% | |
| 120 months | n/a | |
| YTD | 9.02% | |
| * Performance of class A units, 23-04-2024 | ||
5 - high risk
Risk indicator is presented in accordance with the Key Information Document. The indicator is calculated based on the historical volatility of the fund's rates of return resulting from the implemented investment policy and may change in the future. Even the lowest risk category does not mean that the fund is risk-free. Other risk factors related to investing in the fund, which are not included in the indicator, are presented in the Key Information Document and the Fund's Prospectus.
100% – units of the FTGF ClearBridge US Appreciation Fund (model asset allocation)
The FTGF ClearBridge US Appreciation Fund underlying foreign sub-fund invests at least 70% of its net asset value primarily in US equities. The underlying sub-fund will invest in equities of medium to large companies that the management team considers to be undervalued and/or have solid growth potential, mainly so-called blue-chip leading in their industries. Portfolio managers of the underlying sub-fund will seek to focus on companies that they believe are well-established and industry leaders. Up to 20% of the Net Asset Value of the underlying Sub-Fund may be invested in the securities of companies or issuers located in developing countries, Emerging European Countries and Emerging Asia/Pacific as identified in the Franklin Templeton Global Funds plc prospectus.
The subfund is targeted at an investor who:
This is an investor who expects a significantly higher rate of return in the long term than from bank deposits, cash funds, money market, debt and mixed funds, and is ready to incur significant losses in the short term in anticipation of long-term returns. Owing to its investment policy, the fund’s performance may exhibit above-average volatility.
The sub-fund may be intended, among other things, for systematic savings within long-term saving and pension programmes (CPO, IKE, IKZE).
The sub-fund performance should not be assessed in periods shorter than 3 years.
Transfer Agent
Pekao Financial Services Sp. z o.o.
Custodian
Bank Polska Kasa Opieki S.A.
The subfund seeks to:
Investments of subfund assets:
This is an advertising information. This material does not contain sufficient information to make an investment decision. The promoted investment means the purchase of participation units.
The fund do not guarantee that the investment objective or a specific investment result will be achieved. Before investing, you should read the Prospectus and the Key Information Documents. The Prospectus as well as the Key Information Documents include the data required to evaluate an investment, outline the risks connected with participation in the fund, and inform on the related costs, charges and taxes. Read the full text of the important information
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