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Pekao Flexible Investment

Ranked 66 out of 157 in - Flexible Other over 12 months
All calculations are in USD unless stated

Objective

Up to 50% of the sub-funds assets may be invested foreign equity funds and collective investment schemes registered abroad, investing in global equity markets. The sub-fund may invest up to 100% of assets in money market instruments and bank deposits. Proportions between the participation titles of foreign funds and money market instruments and bank deposits within the sub-fund may be flexibly changed depending on the economic situation on the global equity markets. The share of individual foreign funds depends on the potential of respective economies and equity markets, in which the foreign funds invest. In order to limit currency risk the sub-fund enters into transactions in derivative instruments.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Flexible Other over : 31/05/2017 - 31/05/2018
  • Rank 66/157 Total Return
  • Rank 126/157 Standard Deviation
  • Rank 133/157 Max Drawdown
Fund Name Currency Loss
131 IR Basis A/S USD

-11.7%

132 FondNavigator 0-100 Aktieallokering USD

-12.0%

133 Pekao Flexible Investment USD

-12.1%

134 Fondvaljaren Trend USD

-12.3%

135 Carlsson Noren Aktiv Allokering USD

-12.4%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.4%
2017 29.7% 8.0% 8.1% 4.7% 6.1%
2016 -4.1% 6.0% -6.4% 5.5% -8.4%
2015 -12.0% -4.4% 1.8% -6.9% -2.8%
2014 -15.1% -0.6% 1.9% -9.3% -7.7%
2013 6.7% -3.0% -4.4% 9.5% 5.1%
2012 20.5% 16.8% -9.5% 6.7% 6.9%
2011 -4.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Poland

Fund Info

  • Launch date25/08/2011
  • Share Class size09Mn
  • Base currencyPLN

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).