esaliens 2065
| Change in the value of a sub-fund's participation unit *. The subfund has been operating since January 20, 2021. Due to the short history of the subfund's operation, the full data in the table cannot be presented. | ||
|---|---|---|
| Period | Esaliens 2065 | |
| 1 month | -2.72% | |
| 3 months | -8.29% | |
| 6 months | -4.04% | |
| 12 months | 5.94% | |
| 36 months | n/a | |
| 60 months | n/a | |
| from begin of the year | -3.74% | |
| * Valuations for units of category P, 26-01-2022 | ||
5 - high risk
An increasing share of the debt portion and a decreasing share of the equity portion.
The sub-fund is targeted at:
Transfer Agent
Pekao Financial Services Sp. z o.o.
Depositary
Bank Handlowy w Warszawie S.A.
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 2065 is 80-0% and 20-100% for bonds.
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