Program Inwestycyjny Millennium (Millennium Investment Programme) – the way to invest with convenience

Most important features of Program Inwestycyjny Millennium:

• PLN 500 is enough to start investing,
• PLN 0 for setting up, deposits and maintenance of the Programme,
• A choice of three plans,
• Access to the invested money at any time,
• The investment can be controlled at all times in the Millenet internet banking system.
• After 2 years of the investment no withdrawal fee is charged.

- In the Programme the client chooses one of three model plans based on Millennium TFI mutual funds, which differ from each other in terms of level of risk and amount of potential yield. Thanks to the transparent structure of the Programme you can easily choose a plan, which is tailored to your investment style – Krzysztof Kamiński, Member of the Management Board of Millennium TFI, said.

- We want to make it easier for clients not only to enter the world of investments but we also want to provide tools to move around it freely. Program Inwestycyjny Millennium is a solution for experienced as well as beginner investors. Anyone can decide how often and how much they will invest in the strategy of their choice - Piotr Rapińczuk, Head of Investment Products and Processes Sub-unit in Bank Millennium, said.

Clients can choose among three off-the-shelf investment strategies:

• Plan Stabilny (stable plan) - created for people who want to generate a yield slightly above than on a standard deposit, with relatively low risk. Subfunds selected for the plan are those, which invest mainly in debt securities (i.a. treasury and corporate bonds). Subfunds in Plan Stabilny involve a lower level of investment risk.
• Plan Umiarkowany (moderate plan) - created with a view to people who expect steady long-term growth of the value of their investment and accept higher risk than in Plan Stabilny. Subfunds selected for the plan are those, which invest in debt securities (i.a. treasury and corporate bonds), shares of large and smaller companies as well as participation titles in foreign funds. Subfunds in Plan Umiarkowany involve a diversified level of investment risk.
• Plan Dynamiczny (dynamic plan) - created with a view to people who expect potentially high long-term yield on their investment and accept strong fluctuation of value of the investment. Subfunds selected for the plan are those, which invest in shares of large and smaller companies as well as participation titles in foreign funds. Subfunds in Plan Dynamiczny involve a high level of risk.

Millennium TFI subfunds available in the plans invest their assets in capital market instruments such as shares of Polish or global companies as well as treasury or corporate bonds. Their proper combination in the plans satisfies the full spectrum of needs in terms of expected rate of return and accepted level of investment risk and also provides the opportunity to diversify by means of investing in various markets.

More information: https://www.bankmillennium.pl/individuals/saving-and-investments/millennium-investment-programme

DISCLAIMER

Regulations of Millennium Investment Programme are available on www.milleniumtfi.pl under the bookmark “Dokumenty”.

All and any information contained in this COMMERCIAL PUBLICATION is for information purposes only and does not constitute an offer in the meaning of the Civil Code of 23 April 1964, or a recommendation or an invitation addressed to anyone (or any group of persons whatsoever) to conclude a transaction involving the financial instruments presented herein. In particular it is not a service of investment, financial, tax, legal or any other advice. Before making an investment you should carefully read information about funds, including financial data and description of risk factors, which are contained in prospectuses, Key Information for Investors (KII) and Regulations of Millennium Investment Programme available together with funds’ fees table in the registered office of Millennium TFI SA and on the www.millenniumtfi.pl website.

Investing in funds involves risk and does not guarantee attainment of the investment goal. Investing in funds involves risk of a loss as well as the obligation to pay handling fees and income tax. Millennium funds, depending on the adopted investment policy, may invest part or all of their assets in shares. The value of net assets of Millennium funds is or may be highly volatile due to the composition of the investment portfolio.

Money invested in Program Inwestycyjny Millennium is not protected by Bank Guarantee Fund in keeping with Act on the Bank Guarantee Fund, Deposit Guarantee Scheme and Resolution of 10 June 2016.