Citi Handlowy - Investments - Mutual Funds - Foregin Funds

Foreign Equity Funds

A perfect solution for patient investors looking for high potential returns. Foreign equity funds invest mainly in shares of stock listed companies. Portfolio of the Equity Funds changes depending on the current market situation.

Offered funds

  EUR USD EUR-
hedged
USD-
hedged
PLN-
hedged
GBP
Allianz BRIC Equity         Prospectus KII
Allianz China Equity         Prospectus KII
Allianz Europe Equity Growth       Prospectus KII
Allianz European Equity Dividend           Prospectus KII
Allianz Global Agricultural Trends           Prospectus KII
BGF Asian Dragon Fund         Prospectus KII
BGF Asia Pacific Equity Income         Prospectus KII
BGF Emerging Europe Fund         Prospectus KII
BGF Emerging Markets Equity Income           Prospectus KII
BGF European Fund         Prospectus KII
BGF Euro-Markets         Prospectus KII
BGF Global Equity Income Fund       Prospectus KII
BGF Japan Small&Mid Cap Opportunities Fund         Prospectus KII
BGF Latin America Fund       Prospectus KII
BGF New Energy Fund         Prospectus KII
BGF United Kingdom Fund       Prospectus KII
BGF US Flexible Equity Fund         Prospectus KII
BGF US Small&Mid Cap Opportunities Fund         Prospectus KII
BGF World Agriculture Fund       Prospectus KII
BGF World Energy Fund         Prospectus KII
BGF World Financials Fund         Prospectus KII
BGF World Gold Fund         Prospectus KII
BGF World Mining Fund       Prospectus KII
FF - America Fund       Prospectus KII
FF - Emerging Asia Fund       Prospectus KII
FF - European Dynamic Growth Fund         Prospectus KII
FF - Global Dividend Fund         Prospectus KII
Franklin Biotechnology Discovery Fund           Prospectus KII
Franklin Global Real Estate Fund         Prospectus KII
Franklin India Fund       Prospectus KII
Franklin MENA Fund         Prospectus KII
Franklin Mutual European Fund           Prospectus KII
Franklin Natural Resources       Prospectus KII
Franklin Technology Fund           Prospectus KII
Franklin US Opportunities       Prospectus KII
Franklin US Small-Mid Cap Growth Fund           Prospectus KII
Templeton Asian Growth Fund       Prospectus KII
Templeton BRIC Fund       Prospectus KII
Templeton China Fund           Prospectus KII
Templeton Eastern Europe Fund           Prospectus KII
Templeton Frontier Markets     Prospectus KII
Templeton Global Fund           Prospectus KII
Templeton Latin America Fund         Prospectus KII
Templeton Thailand Fund           Prospectus KII
Schroder Frontier Markets Equity         Prospectus KII
Schroder ISF Asian Opportunities       Prospectus KII
Schroder ISF Emerging Markets       Prospectus KII
Schroder ISF European Dividend Maximiser           Prospectus KII
Schroder ISF EURO Equity       Prospectus KII
Schroder ISF Italian Equity           Prospectus KII
Schroder ISF European Smaller Companies         Prospectus KII
Schroder ISF Global Dividend Maximiser       Prospectus KII
Schroder ISF Global Emerging Market Opportunities       Prospectus KII
Schroder ISF Frontier Markets Equity         Prospectus KII
Schroder ISF Global Property Securities         Prospectus KII
Schroder ISF Greater China         Prospectus KII
Schroder ISF Japanese Opportunities         Prospectus KII
Schroder ISF Latin American         Prospectus KII
Schroder ISF Middle East         Prospectus KII
Schroder ISF Asian Equity Yield         Prospectus KII
Schroder ISF US Large Cap         Prospectus KII
Schroder ISF US Small & Mid-Cap Equity       Prospectus KII

Foreign Balanced Funds

Short-term investment with insignificant asset price fluctuation tolerance. Foreign bond funds invest the major part of the assets in government bonds and corporate bonds issued by prestigious and reputable companies, with maturity period longer than 1 year.

Offered funds

  EUR USD EUR-hedged USD-hedged PLN-hedged    
Allianz Euro High Yield Bond       Prospectus KII
Allianz US High Yield       Prospectus KII
BGF Emerging Markets Bond Fund       Prospectus KII
BGF Euro Bond Fund         Prospectus KII
BGF Euro Short Duration Bond Fund         Prospectus KII
BGF Fixed Income Global Opportunities Fund     Prospectus KII
BGF Global High Yield Bond Fund     Prospectus KII
BGF Local Emerging Markets Short Duration Bond Fund         Prospectus KII
BGF World Bond       Prospectus KII
BGF Euro Corporate Bond Fund       Prospectus KII
BGF UD Dollar Short Duration Bond         Prospectus KII
FF - European High Yield Fund     Prospectus KII
FF - Global Strategic Bond Fund     Prospectus KII
FF - Emerging Market Debt Fund       Prospectus KII
Franklin High Yield Fund         Prospectus KII
Templeton Asian Bond         Prospectus KII
FRANKLIN EURO HIGH YIELD FUND         Prospectus KII
Templeton Global Bond (EURO) Fund         Prospectus KII
Templeton Global Bond Fund     Prospectus KII
Templeton Global Total Return Fund     Prospectus KII
Templeton European Total Return         Prospectus KII
Schroder ISF Asian Convertible Bond     Prospectus KII
Schroder ISF Wealth Preservation         Prospectus KII
Schroder ISF Euro Corporate Bond         Prospectus KII
Schroder ISF Euro Bond         Prospectus KII
Schroder ISF Global Convertible Bond       Prospectus KII
Schroder ISF Global Corporate Bond       Prospectus KII
Schroder ISF Global Bond       Prospectus KII
Schroder ISF Global High Yield       Prospectus KII
Schroder ISF Strategic Bond       Prospectus KII
Schroder ISF US Dollar Bond         Prospectus KII

Foreign Equity Funds

Greater investment risk but higher potential returns. Foreign Balanced Funds invest in both shares and bonds all over the world. The portfolio of the funds changes depending on the current market situation.

Offered funds

  EUR USD EUR-
hedged
USD-
hedged
PLN-
hedged
GBP-
hedged
BGF Global Allocation Fund     Prospectus KII
FF - Global Multi Asset Income Fund         Prospectus KII
FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES       Prospectus KII
Templeton Global Balanced Fund         Prospectus KII
Schroder ISF Global Diversified Growth           Prospectus KII
Franklin NextStep Conservative Fund           Prospectus KII
Franklin NextStep Moderate Fund           Prospectus KII
Franklin NextStep Growth Fund           Prospectus KII

Documents

Important Information

Investment products are available solely for holders of Citibank Personal Account. Investing in investment funds is not an obligation nor is it guaranteed by Bank Handlowy w Warszawie S.A. or by any of Citigroup subsidiaries or affiliates. The fund participation units are not a bank deposit. Investments in the funds participation units are not guaranteed by the State Treasury, the Bank Guarantee Fund nor by any other government institution. The investment products bear investment risk, including the possibility of losing invested capital. The past performance of investment funds, stock market indices and foreign exchange rates, which affect return on investment, is no guarantee of their future profits.

Before taking any investment decision, customer should read the information prospectus of the fund that includes information concerning profitability of the investment and the existing risks. Policy of order completion has been described in relevant statutes of the Funds. Informative fund prospectuses are available in Citi Handlowy branches and on www.citihandlowy.pl.

The Bank’s offer may include Alternative Funds which apply more complex investment strategies compared to other funds (e.g. bear market, managed futures, direct real estate, multi-currency funds) or meet other criteria of classification of Alternative Funds, such as e.g. performance-based fee structure, high leverage (also for a purpose of risk management) or are valued or made available for redemptions on a less than weekly basis. Investing in funds classified by the Bank as Alternative Funds may involve potentially higher risk of loss of invested capital.

The Bank provides the investment advisory services regarding the investment funds (excluding the regular investment plans and individual pension account pursuant to the Act of April 20, 2004 on individual pension accounts and individual pension security accounts) solely to customers who have concluded an agreement with the Bank for such services.

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