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Allianz Aktywnej Alokacji (0P0000F8LH)

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Allianz Aktywnej Alokacji historical data, for real-time data please try another search
155.570 +2.400    +1.57%
01/12 - Closed. Currency in PLN
  • Morningstar Rating:
  • Total Assets: 198.85M
Type:  Fund
Market:  Poland
Issuer:  TFI Allianz Polska SA
Asset Class:  Equity
Allianz Aktywnej Alokacji 155.570 +2.400 +1.57%

0P0000F8LH Overview

 
On this page you'll find an in-depth profile of Allianz Aktywnej Alokacji. Learn about the key management, total assets, investment strategy and contact information of 0P0000F8LH among other information.
Category

PLN Allocation

Total Assets

198.85M

Expenses

3.76%

Inception Date

Dec 16, 2005

Investment Strategy

The Fund's investment objective is realised by investing its assets in shares, convertible bonds and other instruments based on actions such as rights to shares, subscription rights, subscription warrants, depositary receipts, convertible bonds and derivative instruments, provided that their participation in Net Asset Value Allianz Active Allocation will be included in the range from 0 (zero) to 80% (eighty)%. The remainder of the Allianz Active Allocation assets are invested in debt instruments, including securities issued or guaranteed by the Treasury or the Polish National Bank.

Contact Information

Address ul. Rodziny Hiszpańskich 1
Warszawa, 02-685
Poland
Phone -

Top Executives

Name Title Since Until
Cezary Markiewicz - 2005 Now
Biography A graduate of Maritime Academy in Gdynia - Marine radio electronic direction (study completed in 1989). In 1996 he completed postgraduate studies at the University of Gdańsk (direction in the management of financial analysis). In 1994 he became a licensed securities broker (No. 838). In 1996 he became a licensed investment advisor (No. 81). A Radiooficer between 1989-1994 in the Polish Ocean Lines. In 1994-1996, the broker Brokerage House Penetrator. In 1996-1997 worked in the Office of the Gdansk SA Bank Brokerage as a broker, then as an investment adviser in the Department of Management. In 1997-1998 he was employed by a Brokerage House BIG BG SA Division of Consulting and Analysis, as an investment advisor. In 1998-1999 worked as an investment advisor in the management of other people's portfolios of securities on behalf of the Asset Management Division of the Brokerage House BIG BG SA In 1999-2004, employed by the PTE Polsat SA the position of Head of the Department of Asset Management Fund (up to the responsibilities of Mr. Cezary Markiewicz entered include managing the department, preparation of investment policy, allocation of funds in each category of investments, portfolio management fund). From February 2004 to July 2005 he was employed as an investment adviser in TFI Allianz Poland SA from January 2005 to July 2005 as an investment adviser at Allianz Life Poland SA and from August 2005 to September 2006 in PTE Allianz Poland SA as a manager of Allianz Poland OPF. Since September 2006, has worked as an investment adviser at Allianz Life Poland SA and as an investment adviser in TFI Allianz Poland SA
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