- A choice of over 60 types of funds, investment plans and pension products (PPK, PPE, IKZE+IKE pension package)
- We are the market leader in terms of the assets in PPK
- We have earned the trust of over 2 million customers
- Our products are available from most offices of PKO Bank Polski, outlets of the Brokerage Office of PKO Bank Polski and online, via iPKO or on i-fundusze
*as at 30 June 2023
More about PKO TFI
- Our Investment Fund Company was established by PKO Bank Polski (currently our sole shareholder) and Credit Suisse, one of the largest financial groups in the world
- We offer a wide range of investment funds with various levels of risk and holding times, thanks to which every customer can select a portfolio best suited to their needs
PKO TFI in numbers
- 26 years of experience in the Polish and global investment markets
- PLN 189.3m of net profit for the year 2022.
- Over PLN 35.5bn worth of Assets under Management (as at 30 June 2023)
- 31.5% - our market share in the Employee Equity Plan market in June 2023
Awards and accolades:
- “Consumer’s Laurels 2021 and 2020” for the Employee Equity Plan offered by PKO TFI
- “Bear and Bull” for the Employee Equity Plan offered by PKO TFI, for the years 2019 and 2020
- “Gold Portfolio” 2019 and 2020 for the Sub-Fund Manager
- The PKO Gold Market Share Fund won the Investment Fund of the year 2019 award in a competition by Invest Cuffs 2020