SKARBIEC TFI
SKARBIEC TFI's offer contains a broad range of investment funds adapted to various needs of investors both in terms of the expected rate of return and the level of acceptable investment risk.
One of them is SKARBIEC-REAL ESTATE *.
It is a balanced fund which invests assets mainly on the real estate, construction, building and finishing materials markets. The Fund's investment activities are focused both on the area of Poland and on the territory of Central and Eastern Europe.
The Fund pursues an active allocation policy, i.e. adjusts the proportion of debt securities and equities in the investment portfolio depending on current assessment and market outlook (using growth trends in the sector).
The Fund is addressed to those investors who are interested in long-term investments (at least three years), expect high returns on investments while accepting a significant investment risk given the presence of equities in the portfolio and the concentration of Fund's investments in the real estate and construction markets.
Major advantages of the Fund:
investment in the Fund is an opportunity to use the potential of the real estate and construction markets in Poland and abroad,
ability of the Fund manager to respond to market changes - active assets allocation between equities and debt securities,
investment in the Fund may ensure similar profits to those of equity/balanced funds, with a particular consideration to the Fund's ability to use the growth potential of the real estate and construction sectors,
the Fund is highly liquid, which means that invested capital may be withdrawn at any moment without a loss of accrued profit or any additional fees.
SKARBIEC emerged as one of the first unit-linked insurance companies in Poland; it was set up in 1997. It has world class specialists; their results in fund management are reflected in Fund's rankings by independent opinion-forming institutions. SKARBIEC TFI was the first to launch the following on the Polish market: money market fund, specialist open-end investment fund, closed-end investment fund, guarantee fund, funds' fund, umbrella fund and many other products reflecting its active search for new forms of investment on the investment funds market.
* For more information on SKARBIEC-REAL ESTATE FIO, including a description of risks involved in investing in its participation units, see the Fund's prospectus and its abbreviated version available at the offices of SKARBIEC TFI S.A., at http://www.skarbiec.pl/ and at the retail network of DZ BANK Polska S.A. The Fund may invest more than 35% of its total assets in securities issued, backed or guaranteed by the Treasury, the National Bank of Poland, a local government unit, a member state, non-member OECD states or the Republic of Poland. The Fund's net asset value is highly volatile due to the composition of its investment portfolio.
