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Pekao Dynamic Companies

Ranked 54 out of 61 in - Poland over 12 months
All calculations are in PLN unless stated

Managed by

Piotr Sałata

Objective

The sub-fund may invest up to 100% of its assets in equity instruments of small and medium companies of different markets. Its assets may also consist of (up to 20%) debt securities, money market instruments and bank deposits.

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

Performance

Poland over : 31/12/2017 - 31/12/2018
  • Rank 54/61 Total Return
  • Rank 17/61 Standard Deviation
  • Rank 55/61 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 -24.4% -4.8% -9.4% -5.3% -7.5%
2017 6.8% 8.1% 3.3% -1.7% -2.8%
2016 10.5% -2.0% -4.3% 16.7% 1.0%
2015 4.9% 10.3% -0.9% -2.6% -1.5%
2014 -3.7% -0.9% -0.9% 1.3% -3.2%
2013 28.1% 2.9% 4.4% 15.7% 3.1%
2012 -1.8% 5.8% 9.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Poland

Fund Info

  • Launch date20/01/2012
  • Share Class size112Mn
  • Base currencyUnits

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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