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Opera Universa.pl (0P0000F8PT)

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OPERA Universa.pl historical data, for real-time data please try another search
4.120 +0.040    +0.98%
18/10 - Closed. Currency in PLN
  • Morningstar Rating:
  • Total Assets: 1.55M
Type:  Fund
Market:  Poland
Issuer:  Opera TFI SA
Asset Class:  Equity
OPERA Universa.pl 4.120 +0.040 +0.98%

0P0000F8PT Overview

 
On this page you'll find an in-depth profile of Opera Universa.pl. Learn about the key management, total assets, investment strategy and contact information of 0P0000F8PT among other information.
Category

PLN Allocation

Total Assets

1.55M

Expenses

3.75%

Inception Date

Feb 28, 2007

Investment Strategy

Sub-Fund's investment objective is to increase the value of the Sub-Fund Assets as a result of the increase in value of investments. The Sub-Fund will be implemented active management policy, which means that the degree of involvement in the various categories of investments in the Sub-Fund will be variable and dependent on the relationship between expected rates of return and the risk incurred. Investments in the Sub-Fund is characterized by elevated levels of risk, which means that the Net Asset Value per Unit may be subject to significant fluctuations. The Fund does not guarantee that the aims of the investment fund.

Contact Information

Address Rondo ONZ 1 (29 piętro)
Warszawa, 00-124
Poland
Phone +48-0 22 354 84 00

Top Executives

Name Title Since Until
Robert Brzoza Director 2007 Now
Biography Robert Brzoza graduated from the Kraków University of Economics and holds a Master of Business Administration degree from Oxford Said Business School. He also studied finance and banking at the Catholic University of Eichstätt-Ingolstadt in Germany. He has 10 years experience in investment, having started off as an investment advisor with a brokerage house, Bankowy Dom Maklerski PKOBP, later going on to work as a financial controller. From the second half of 2003, he was co-manager of the “CU Życie Akcji” Fund at Commercial Union Investment Management and then in October 2006, went on to co-manage the regional equity fund, the “European Convergence Fund”, at Morley Fund Management in London. He holds Investment Advisor License No. 132, and is also a certified accountant, being a member of the Association of Chartered Certified Accountants, registered with the British Financial Service Authorities. Since June 2008, he has been Director of the Shares Team at ING Investment Management (Polska) S.A.
Michał Ferenc - 2007 Now
Biography A graduate of Warsaw School of Economics in Finance and Banking. In the period from June 2008 to May 2011 worked at Opera TFI fund managers as part of the debt and mixed debt funds FIO umbrellas Opera, Opera SFIO and Novo FIO. In 2004-2008 he worked in the Department of the Treasury, AIG Bank Poland SA Dealer positions, Senior Dealer and Assistant Treasurer. Has the ACI Dealing Certificate.
Piotr Święcik - 2007 Now
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