Towarzystwo Funduszy Inwestycyjnych PZU SA
Investment Details
Investor Type
Mutual Fund
Asset Class Focus
Fixed Income (Debt and Bonds), Equity, Real Estate, Commodities, Infrastructure, Private Equity, Venture Capital
Stage Focus
Early Stage, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States, United Kingdom, Germany, France, Italy, Denmark, Switzerland, Spain, Luxembourg, Ireland, Austria, Netherlands, Portugal, Sweden, Belgium, Greece, Norway, Finland, Poland, Central and Eastern Europe
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Industrials
- Real Estate
- Materials
- Telecommunications
- Utilities
- Media
- Retail
- Transportation
- Consumer Services
- Leisure
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details
Established in 1999, Towarzystwo Funduszy Inwestycyjnych PZU SA (TFI PZU SA) is one of the largest investment companies in Poland, managing assets exceeding 50 billion PLN. As a subsidiary of PZU Group, the largest financial institution in Poland and Central and Eastern Europe, TFI PZU SA leverages over 200 years of financial and insurance experience to offer a wide array of investment products.
TFI PZU SA provides various investment programs, including PZU Sejf+ with capital protection, PZU Święty Spokój, and retirement investment programs. For individual investors aiming to save for retirement, the company offers Individual Retirement Accounts (IKE) and Individual Retirement Security Accounts (IKZE). Employers seeking to enhance employee benefits can entrust the management of Employee Pension Programs (PPE) to TFI PZU SA, a recognized leader in this market segment. Additionally, TFI PZU SA is a prominent provider of Employee Capital Plans (PPK).
The company's investment strategies encompass both domestic and international markets, focusing on Polish equities, debt securities, and companies from the Central and Eastern European region. TFI PZU SA also offers global macroeconomic strategies. In 2018, it introduced low-cost proprietary passive funds, inPZU SFIO, marking an innovative approach in the Polish market. In 2020, TFI PZU SA launched the inPZU Akcje CEEplus subfund, developed in collaboration with the Warsaw Stock Exchange, based on the GPW CEEplus index.
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