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Pekao Equity-Active Selection

Ranked 35 out of 61 in - Poland over 12 months
All calculations are in PLN unless stated

Objective

The sub-fund is addressed at the investors, who are interested in making above-average profits in medium and long term. However, it involves higher risk due to considerable amount of equity-like instruments in the sub-fund's porfolio. It is not recommended for investors not accepting the loss of investment value.

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

Performance

Poland over : 31/12/2017 - 31/12/2018
  • Rank 35/61 Total Return
  • Rank 31/61 Standard Deviation
  • Rank 33/61 Max Drawdown
Fund Name Currency Return
33 Open Finance Akcji PLN

-15.9%

34 Subfundusz AGIO Akcji PLUS PLN

-16.1%

35 Pekao Equity-Active Selection PLN

-16.4%

36 Subfundusz Akcji PLN

-16.4%

37 SKARBIEC-AKCJA FIO PLN

-16.5%

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 -16.4% -8.1% -6.4% 1.2% -3.9%
2017 20.9% 9.2% 6.0% 4.9% -0.4%
2016 5.7% 4.0% -9.5% 7.1% 4.8%
2015 -14.3% 5.8% -4.6% -9.5% -6.2%
2014 -6.0% 0.7% -2.2% -1.6% -3.1%
2013 12.7% -2.6% -0.5% 12.8% 3.2%
2012 22.4% 7.5% -0.8% 7.7% 6.6%
2011 -19.3% 8.1% -2.7% -27.1% 5.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Poland

Fund Info

  • Launch date27/12/2010
  • Share Class size39Mn
  • 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 PLN).