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Innovations introduced by SKARBIEC TFI SA

  • In 1997 SKARBIEC TFI S.A. was the first Investment Funds Company in Poland to launch the money market fund.
  • In 1998 SKARBIEC TFI S.A. was the first to launch the specialist open-end investment fund.
  • In 1999 SKARBIEC TFI S.A. was the first to launch the close-end investment fund.
  • In 2000 SKARBIEC TFI S.A. was the first to launch the guaranteed (structured) fund.
  • In 2000 SKARBIEC TFI S.A. was the first to launch the sectoral foreign stocks fund.
  • In 2001 SKARBIEC TFI S.A. was the first to launch the specialist (non-public) close-end investment fund.
  • In 2004 SKARBIEC TFI S.A. was the first to launch the umbrella fund.
  • In 2005 SKARBIEC TFI S.A. was the first to launch the fund of funds.
  • In 2006 SKARBIEC created the first master-feeder fund in Poland.
  • SKARBIEC TFI S.A. was the first to launch the service of placing orders by phone with the use of the PIN (TeleSkarbiec).
  • SKARBIEC TFI S.A. was the first to launch the so-called rating for the money market fund.

SKARBIEC TFI SA and our investments funds in various rankings

  • 2008 – SKARBIEC-AKCJA was recognized as the best Polish shares fund in the ranking of the ”Forbes” monthly and the group of economic advisors “SEENDICATOR”.
  • 2008 – Skarbiec Asset Management Holding SA. was a prize-winner in the "Most effective company" category during the already seventh edition of Ventura 2007 for the best companies where investors are funds managed by Enterprise Investors - one of the oldest and largest private equity companies in Poland and the East-Central Europe.
  • 2007 – SKARBIEC TFI was recognized as the leader of investment funds companies in the annual ranking of the “Rzeczpospolita” daily and the company Analizy Online, announced on 18 October this year.
  • 2007 – Subfundusz Akcji SKARBIEC-AKCJA (SKARBIEC-AKCJA shares subfund) was recognized as the leader of share funds in the annual ranking of the “Rzeczpospolita” daily and the company Analizy Online.
  • In 2007 the Skarbiec TFI brand was recognized as one of the strongest brands in the “Business Superbrands” category in the ranking of the international organization Superbrands.
  • 2007 – SKARBIEC-AKCJA, SKARBIEC-III FILAR and SKARBIEC-WAGA took top places in the ranking of ”Puls Biznesu”.
  • 2006 – SKARBIEC funds took top places in rankings of the best investment funds organized by “Polityka”, “Rzeczpospolita” and “Gazeta Wyborcza”.
  • 2006 – SKARBIEC TFI S.A. was granted the titles of MARKET LEADER and EURO LEADER in the field of investment funds.
  • 2005 – SKARBIEC-GOTÓWKOWY FIO was honoured with the titles of MARKET LEADER and EURO LEADER.
  • 2004 – the best Investment Funds Company on the Polish market (”Home & Market”). For good long-term investment results “Puls Biznesu” granted the managers of SKARBIEC funds with: the second place among share funds managers in 2002 and the title of the best balanced funds manager in 2002 and 2003.
  • 2002 – SKARBIEC-WAGA – the best balanced fund (“Puls Biznesu”).
  • 2002 – SKARBIEC TFI - The Best Financial Institution (“Pieniądz”).
  • 2002 – The Best Investment Funds Company – Bull and Bear award (“Gazeta Giełdy PARKIET”).
  • 2000 – The Best Investment Funds Company (“Prawo i Gospodarka” and “Gazeta Bankowa”).