About Santander PPK SFIO
- Nine target-date subfunds for PPK participants within the Santander PPK SFIO fund.
- In accordance with the PPK Act, the investment policy of the subfunds limits the level of investment risk as the employee approaches the age of 60.
Santander PPK SFIO subfunds
Rates of return of Santander PPK SFIO sub-funds
Investing activity involves risk. The sub-funds Santander PPK SFIO do not guarantee that the stated investment objective will be achieved or that a specific return on investment will be achieved. The participant must take into account the possibility of losing at least part of the invested funds. When investing in mutual funds, the participant acquires participation units of such funds, and not the underlying assets that the fund itself invests in. The presented data refer to changes in the value of participation units Santander PPK SFIO sub-funds in the specified periods of time. The historical data do not guarantee achievement of similar returns in the future.
Before making any investment decision please read the fund prospectus, which contains, among others, the full list of risks.
The performance figures are not adjusted for the potential tax imposed on the Participant and the charges payable upon the sale or repurchase of participation units by the sub-fund.
The net asset value of some sub-funds of the Santander Funds is highly volatile due to the composition of the investment portfolio. Some sub-funds may invest more than 35% of their assets in securities issued, guaranteed or underwritten by the State Treasury or the National Bank of Poland.
A description of the risk factors, financial data and information about fees and charges can be found in the prospectuses, key information documents (KIDs) and schedules of fees and charges available in Polish at Santander.pl/TFI/documents and at Santander fund distributors. For a summary of investors' rights, see the prospectus (Chapter III, sec. 4).
The Funds do not guarantee the achievement of a stated investment objective, or a specific investment performance and future returns are subject to taxation, which depends on the personal situation of each investor, and which may change over time. Before making an investment decision, the participant should consider the fees associated with the sub-fund and take into account the possible taxation of the investment return. The participant must also take into account the possibility of losing at least part of the invested funds.
PPK helpline: 22 35 54 673
Telephone service for PPK participants and employers is available from Monday to Friday (on all days when the Warsaw Stock Exchange is open) from 9:00 a.m. to 5:00 p.m. Calls charged at your operator’s rate.
PPK account for employees(registration, technical support for the transaction platform)
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Support for PPK employees and administrators(general information)
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Support for PPK administrators(technical support for PPK Service)
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This document is presented for marketing purposes and does not constitute an agreement or an information document required by law.
It should not be relied upon as the sole basis for making investment decisions.
The contents of this subpage have been prepared on the basis of the Act of 4 October 2018 on Employee Capital Plans (PPK) and are up-to-date as at the date of their publication on the website. These contents do not constitute legal, financial or tax advice, nor do they replace the applicable provisions of law and should be each time interpreted and used in compliance with applicable legal regulations.
The net asset value of some sub-funds may exhibit high volatility, which results from the composition of the portfolio or the portfolio management technique employed. Some sub-funds may invest more than 35% of their assets in securities issued, guaranteed or underwritten by the State Treasury or the National Bank of Poland.
The rewards of investing in shares are also accompanied by risks. A description of the risk factors, financial data and information about fees and charges can be found in the prospectuses, key information documents (KIDs) and schedules of fees and charges available in Polish at Santander.pl/TFI/documents. For a summary of investors' rights, see the prospectus (Chapter III, sec. 4).
The Funds do not guarantee the achievement of a stated investment objective or a specific investment performance and future returns are subject to taxation, which depends on the personal situation of each investor and which may change over time. Before making an investment decision, the participant should consider the fees associated with the sub-fund and take into account the possible taxation of the investment return. The participant must also take into account the possibility of losing at least part of the invested funds.
When investing in mutual funds, the participant purchases the units of those funds and not the underlying assets that the fund itself invests in.
The information on the website may contain advertising content
The information on the website may contain advertising content