Santander PPK SFIO offers:
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9* target-date sub-funds for PPK participants under Santander PPK SFIO.
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In line with the provisions of the PPK Act, the investment policy of target-date sub-funds will reduce the investment risk as the participant approaches the age of 60 years.
* Santander PPK 2065 sub-fund will be launched, when for the contribution made to the Participant born in 2003-2007, will be allocated the first participation units. Submitting an order for changing the investment allocation or for changing the allocation of contributions, which will result in the sale of Santander PPK 2065 participation units, will be possible after the launch of this sub-fund. The Fund will announce the launch of the Santander PPK 2065 sub-fund on the website Santander.pl/TFI.
Composition of Santander PPK SFIO
* Santander PPK 2065 sub-fund will be launched, when for the contribution made to the Participant born in 2003-2007, will be allocated the first participation units. Submitting an order for changing the investment allocation or for changing the allocation of contributions, which will result in the sale of Santander PPK 2065 participation units, will be possible after the launch of this sub-fund. The Fund will announce the launch of the Santander PPK 2065 sub-fund on the website Santander.pl/TFI.
Rates of return of Santander PPK SFIO sub-funds
The data presented relate to changes in the value of units of Santander PPK SFIO subfunds in the periods specified are historical data and do not guarantee that similar results will be achieved in the future. These results do not take into account the possible taxation of Participants and any fees they may incur.
The net asset value of Santander PPK SFIO subfunds may be highly volatile due to the composition of the investment portfolio. The subfunds may invest more than 35% of the assets in securities issued, guaranteed or secured by the State Treasury or the NBP.
Santander PPK SFIO financial data, a description of risk factors and information on participation in the fund can be found in the Santander PPK SFIO information prospectus available at Santander.pl/TFI.
The subfunds do not guarantee the achievement of the planned investment objective or obtaining a specific investment result. Prior to making an investment decision, the Participant should take into account the fees related to a given fund and the possible taxation of profit. The Participant must expect a possible loss of at least part of the funds contributed.