Open Investment Fund

Basic information

Millennium provides you an excellent opportunity to invest and multiply your funds at beneficial terms. Depending on their individual needs, Millennium Clients have a choice of various savings forms, whose investment time horizon and the level of potential profits vary. The Millennium Open-End Investment Fund is managed by experienced investment advisors from Millennium TFI S.A. This is an attractive proposal for those who seek higher income in longer periods rather than income from traditional bank deposits.

Subfunds of the Open-End Investment Fund

Deposit Subfund – protects the real value of assets collected by the Subfund at a minimum level of risk. The Subfund's assets are invested mainly in financial instruments with up to one-year maturity (e.g. treasury bills issued by the Polish State Treasury or other entities with high credit rating).

Stable Growth Subfund – allows for long-term growth of the value of assets entrusted to the Subfund with a very limited degree of risk of investments made. The Subfund invests the collected assets in debt securities, mainly Polish State Treasury bonds and to a limited extent in equities.

Balanced Subfund – allows for long-term growth of the value of assets entrusted to the Subfund with a limited degree of risk of investments made. The Subfund invests the assets in equity, Polish State Treasury bonds and bonds of other issuers of high credit rating.

Equity Subfund – allows for long-term growth of the value of assets entrusted to the Subfund by its Clients. The Subfund invests mainly in equity, choosing those companies which offer a high growth potential.

Dynamic Subfund – allows for long-term growth of the value of assets entrusted to the Subfund by the Clients. The Subfund mainly invests in equity of small and medium-sized companies with very good growth prospects.