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Pioneer Bond Plus Investment Fund (Open-End)
The fund has been operating since 13 June 1995 (until 8 August 2003, the fund was known as Pioneer Debt Securities Open Ended Investment Fund).
Fund Manager: Cezary Iwański and Ryszard Trepczyński (portfolio manager)
The assets under management include primarily creditor securities not issued by the State Treasury (the management is mainly interested in corporate and bank bonds). Their share in the total investment portfolio must not exceed 80 per cent. The remaining assets are invested in treasury bills and bonds. According to the current investment policy, their participation in the total portfolio of assets will be at least 20 per cent. The fund`s primary investment goal is to generate a safe and stable income that would go over the income on treasury bonds. Fund investments are mid- or long-term.
Pioneer Bond Plus supplements a bank deposit and may be chosen as an alternative to treasury bonds. The investment is an opportunity to take advantage of the profit and the financial benefits at all times. The fund is recommended to those who value safe and reliable investment at a relatively low risk level. The growth potential of the investment fund participating units is higher if compared to those funds that invest in treasury bonds only however, some fluctuations of the participating units might be involved.
The fund`s financial assets are invested in:
- certificates of deposits issued by banks,
- commercial papers issued as companies` obligations,
- corporate bonds,
- treasury bills and bonds.
Investment policy
The purpose of the fund is to generate a relatively stable income ensuring an everyday access to the invested funds (plus the profit).
By combining an appropriate selection of bonds and other non-treasury creditor securities, this type of fund is able to generate a higher profit than a standard bank deposit or a fund based on treasury bonds. On the other hand, this type of fund can be more risky.
When estimating the investment risk, Pioneer Pekao takes into consideration the following factors:
- potential profit on investment,
- liquidity of a given financial instrument,
- issuer`s solvency,
as well as the following market indexes:
- macroeconomic forecasts,
- projected changes in the market interest rates,
- future inflation rate.
Minimum deposit: PLN 500 (opening an account), PLN 100 (surcharge)
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