PRIVATE CLIENTS

Union Investment TFI Investment Funds

To those Clients who accept low investment risk we recommend Union Investment debt securities funds. UniKorona PieniężnyFIO (Money-Market) Fund invests money in treasury papers which guarantee high levels of safety and stable profits. That group of funds also includes UniWIBID SpecjalistycznyFIO (Specialist) and UniKorona ObligacjeFIO (Bonds).
To the Clients interested in investing in foreign currency bonds we offer foreign debt securities funds. One example of such investments is UniDolar ObligacjeFIO (Bonds) Fund.

We recommend mixed funds to those Clients who accept moderate risk levels and are able to invest their capital for at least a few years. That group of funds includes a stable growth fund which seeks to protect 100% of capital, UniStoProcent PlusFIO, and a balanced fund, UniKorona Zrównoważony FIO.

Equity funds are an offer for active investors who accept higher risk levels, expect long-term profits and do not mind temporary fluctuations in unit prices. Within that group of funds we recommend UniKorona AkcjeFIO (Equities) whose assets are invested in stocks. The fund invests mainly in large Polish companies.
Foreign equity funds have emerged to address the needs of people believing in the strength of global brands. UniGlobalFIO is a fund which invests in the equities of top international corporations on world markets (OECD-member states).

At most of the Union Investment TFI S.A. funds the minimum investment amount is PLN 50. The duration of investment is unlimited.

Union Investment TFI S.A. is part of the Union Investment Group owned by Union Asset Management Holding AG of Frankfurt am Main. Union Investment TFI S.A. is part of the DZ BANK Group.

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