Generali Akcji Ekologicznych Globalny
Former Generali Akcji Amerykańskich
Equity sub-fund
Portfolio risk:
interface.minPayment100 PLN
-

Amount invested 100 PLN
Gained result * 0 PLN
Final value 0 PLN
*In selected day of the beginning of the investment fund was not yet measured.
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* The results obtained may be reduced by the front-load fees and the taxes due.

Fund Characteristics
Umbrella Generali Fundusze SFIO
Min. investment horizon 5 years
Min. initial payment 100 PLN
Min. next payment 100 PLN
Investment Policy
  • The sub-fund invests at least 70% of assets into the shares of the Sycomore Global Eco Solutions sub-fund which is separated as part of the foreign sub-fund called Sycomore Fund SICAV; the investment spectrum of that sub-fund focuses on investing into listed global companies whose business models support environment transformation in the following areas: renewable energy, efficient energy use and electrification, mobility, natural resources, renovation and construction, circular economy, food and ecosystem services. 
  • The source sub-fund excludes companies that destroy biodiversity, add to the global warming or have low ESG ratings.
  • Striving to hedge against the FX risk.

The sub-fund also has the possibility of investing funds in investment categories other than the ones defined above. A full description of the investment policy is set out in the Fund’s articles of association which are available at www.generali-investments.pl, tab: Documents.

On November 9, 2023, the investment policy and the name of the sub-fund changed. Old name of the sub-fund – Generali Akcji Amerykańskich.

Investor profile

The sub-fund is addressed to investors who:

  • are interested in investing in environmentally-friendly solutions,
  • want to benefit from the green revolution,
  • accept high investment risk,
  • whose investment horizon is at least 5 years.
Subfund manager Adam Woźny, Michał Milewski
Inception date 2020-01-11
Max. front-load fee 5%
Max. management fee 2%
Bank account number 29 1880 0009 0000 0013 0105 7000
Currently charged management fee 2%