This website uses cookies files. By continuing to browse this site you are agreeing to our cookies policy Cookie policy

You are here: Home InvestmentsEsaliens-PPK-SFIO Esaliens 2030

Esaliens 2030

The fund is available within products with tax preferences The sub-fund is part of ESALIENS PPK SFIO

Subfund's details

Sub-fund type
Defined date
Inception date
29 November 2019
Maximum handling fee
0%
Management fee
0.44%
Performance fee
None for now
Benchmark
None

Performance chart

The chart presents performance of class P units
Selected dates scope:
  • PRICES
  • PERFORMANCE

Error occured,

Try again later.

Module.Fund.Errors.ChartHeaderNoData,

Module.Fund.Errors.ChartTextNoData.

Change in the value of a sub-fund's participation unit *. The subfund has been operating since November 29, 2019. Due to the short history of the subfund's operation, the full data in the table cannot be presented.
Period Esaliens 2030
1 month -2.95%
3 months -3.95%
6 months 0.11%
12 months 6.91%
36 months n/a
60 months n/a
YTD 2.69%
* Valuations for units of category P, 29-11-2021

Risk Level

4 - moderate risk

Investment structure

An increasing share of the debt portion and a decreasing share of the equity portion.

Profil inwestora

The sub-fund is targeted at:

  • participants of Employee Capital Schemes (PPK),
  • people born between 1968 and 1972,
  • who plan to accumulate long-term savings, including for retirement purposes.
The investors expect the investment to adapt to their age and retirement date and accept the level of risk attached to the investment.

additional information

Transfer Agent

Pekao Financial Services Sp. z o.o.

Depositary

Bank Handlowy w Warszawie S.A.


investment process

Each Esaliens PPK SFIO sub-fund is a defined date sub-fund with a different investment policy suited to various employee age groups who are participants of Employee Capital Schemes (PPK). As the sub-fund moves closer to its target date, it will make investments, taking into account the need to reduce the level of investment risk. The planned possible share of equities in Esaliens 2030 is 50-0% and 50-100% for bonds

Read more

ESALIENS 2030 - Fact card 72.6 KB

Important information

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 Investor Information Documents. The Prospectus as well as the Key Investor 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

COMFORTABLY AND EASY!

Esaliens24 application for you
Monitor your savings and control your investment portfolio

go up