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Allianz Akcji Malych I Srednich Spólek (0P0000F8M8)

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195.560 +2.590    +1.34%
01/12 - Closed. Currency in PLN ( Disclaimer )
Type:  Fund
Market:  Poland
Issuer:  TFI Allianz Polska SA
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 142.85M
Allianz Akcji Malych i Srednich Spólek 195.560 +2.590 +1.34%

Allianz Akcji Malych I Srednich Spólek Overview

 
On this page you'll find an in-depth profile of Allianz Akcji Malych I Srednich Spólek. Learn about the key management, total assets, investment strategy and contact information of 0P0000F8M8 among other information.
Category

Poland Equity

Total Assets

142.85M

Expenses

4.12%

Inception Date

Nov 21, 2007

Investment Strategy

The Fund's investment objective is realised by investing Allianz Asset Shares of Small and Medium-Sized Companies in shares and convertible bonds of small and medium-sized companies, and other instruments based on the shares of such companies, such as the rights to shares, subscription rights, subscription warrants, bills of sale deposit and derivatives, provided that their participation in the values ​​of Allianz Shares Net Asset Small and Medium Companies will be included in the range from 70% to 100%. The remainder of the assets of Allianz Shares of Small and Medium-Sized Companies 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
Jerzy Kasprzak - 2007 Now
Biography He graduated from the Higher School of Insurance and Banking in Warsaw, where in 2002 he received a master's degree at the Faculty of Life Insurance, Actuarial and Management of insurance funds. He participated in numerous national and international training in the operation of capital markets, asset management and financial analysis. It has included the first stage of the CFA exam. Since 2000 he has worked in Allianz Group Poland. Initially employed at Allianz Poland SA and Allianz Life Poland SA, which in turn is responsible for handling policies, general accounting and investment, including the valuation of the assets of insurance companies and insurance funds. Then in the Asset Management Department is responsible for managing the liquidity of their own insurance companies and insurance capital funds. Since 2005 he has also worked in the TFI Allianz Poland SA Younger as a Capital Investment Specialist is responsible for liquidity management of investment funds. Since 2007, the position of Investment Officer responsible for transactions in equity portfolios, analyze and manage liquidity. Currently he holds no other features that could be relevant to the situation of Funds Participants.
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