This is an advertising information. Past performance does not indicate future returns.
Try again later.
Module.Fund.Errors.ChartTextNoData.
|
Performance* |
||
|---|---|---|
| Period | ESA American Equity | |
| 1 month | 2.20% | |
| 3 months | 4.42% | |
| 6 months | 16.43% | |
| 12 months | 20.38% | |
| 36 months | 48.29% | |
| 60 months | 7.22% | |
| 120 months | 116.77% | |
| YTD | 15.88% | |
| * Performance of class A units, 27-08-2026 | ||
4 - medium 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 US Pioneer Fund (model asset allocation)
The underlying subfund aims to increase the value of its assets and outperform the S&P 500 Index over the recommended holding period of at least five years, while at the same time it aims for an improved environmental footprint and sustainability profile compared to the benchmark index. The underlying subfund is actively managed. In particular, it invests in equities and equity-related instruments, with at least 67% of its net assets invested in companies that are domiciled or primarily conduct their business in the United States.
In actively managing the sub-fund, the investment manager uses fundamental analysis to identify companies that appear to be undervalued relative to their potential. The underlying subfund may or may not hedge currency risk at the portfolio level, at the discretion of the investment manager. The subfund makes use of derivatives to reduce various risks, for efficient portfolio management and as a way to gain exposure (long or short) to various assets, markets or other investment opportunities.
The subfund may be suitable for regular investing within long-term savings and pension schemes (regular savings plans (CPO), individual retirement accounts (IKEs), individual pension security accounts (IKZEs) and employee pension schemes (PPEs).
The assessment of the subfund's management performance should be made over a period of at least five years.
Transfer Agent
Pekao Financial Services Sp. z o.o.
Custodian
Deutsche Bank Polska S.A.
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
go up
