Mutual funds are an increasingly widespread form of investing savings. They are created and managed by mutual fund companies or foreign investment companies.
Foreign mutual funds provide unlimited investment opportunities, highest quality of management as well as appropriate diversification of the investment portfolio. These funds issue fund participation titles, which in legal terms are similar to participation units of Polish funds.
As in case of Polish funds, foreign funds carry out an investment goal, which is - depending on the fund profile and type: to attain above-average yield, balanced or stable growth of the invested money, protection of capital against inflation or safety of the invested capital.
Foreign mutual funds represent an opportunity to invest in global markets of shares, bonds, currencies, real estate as well as other alternative investments. Diversification of investment asset classes as well as sector and geographic diversification allow portfolio risk to be mitigated significantly and potential yield on the investment to be increased.
The Private Banking offering includes foreign funds managed by two foreign investment companies: BlackRock Global Funds and Franklin Templeton Investments. The offering includes various funds with innovative investment strategies, allowing investing on markets all over the world in various classes of assets in EUR, USD and PLN.
Investing in funds involves risk of a loss as well as the obligation to pay fees. Prior to making the investment read the Prospectuses / Key Investor Information (KID) carefully as well as the descriptions of risk factors contained therein. Prospectuses, Key Investor Information (KID) together with the fees table are available in Financial Centres as well as in the offices and on the websites of particular mutual fund companies or other bodies managing mutual funds.