DWS Polska TFI Investment Funds
DWS Polska bonds funds and cash/money-market funds are an offer addressed to those Clients who value low risk levels and a safe capital growth. The investment offer includes DWS Polska FIO Dłużnych Papierów Wartościowych (Debt Securities) Fund whose purpose is to ensure safety of investments or DWS Polska FIO Konwergencji (Convergence) Fund where not less than 80% of assets are invested in debt securities. Within this form of investment we also suggest those Funds which invest money in foreign currency-denominated debt securities, such as DWS Polska SFIO Euroobligacji (Eurobonds) and DWS Polska FIO USD Obligacji (Bonds). As regards Cash Funds which invest cashflow surplus we offer DWS Polska FIO Płynna Lokata (Liquid Deposit) Fund and DWS Polska FIO Płynna Lokata Plus Fund.
We recommend balanced funds and stable growth funds to those Clients who emphasize safety of investments and accept moderate risk levels with satisfactory profits. The group of such funds includes DWS Polska FIO Zrównoważony (Balanced) Fund and DWS Polska FIO Zabezpieczenia Emerytalnego (Retirement Security) Fund.
We suggest equity investment funds to those Clients who expect above-average profits in a longer horizon and accept higher risk levels.
Those Clients who wish to invest their money in the equities of companies listed on the Warsaw Stock Exchange are recommended to use DWS Polska FIO Akcji (Equities) or DWS Polska FIO Akcji Plus. Within this concept of investment, we also suggest DWS Polska FIO Top 25 Małych Spółek (Small Company) Fund which invests assets mainly in the stock of small and medium-size companies.
The Clients interested in investing in the stock of European issuers are offered DWS Polska FIO Top 50 Europa Fund which offers investments in both EUR and PLN.
The minimum investment amount in the participation units of Funds managed by DWS Polska TFI S.A. is usually PLN 100. Only in the case of investments in DWS Polska FIO Akcji Plus and DWS Polska FIO Płynna Lokata Plus the required minimum initial deposit is PLN 20,000 and PLN 50,000 respectively. The duration of investment is unlimited.
DWS Polska TFI is part of the Deutsche Bank AG Group, a major global financial institution. In terms of Client entrusted assets, DWS Investments is a vice leader in the European market.
