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SKARBIEC Towarzystwo Funduszy Inwestycyjnych SA

SKARBIEC TFI SA was established in 1997 and was the fifth investment funds company in Poland. SKARBIEC TFI is a financial institution licensed by the Securities and Exchange Commission (now: the Polish Financial Supervision Authority) and oriented at managing investment funds in a way ensuring the best possible investment of savings pooled by private and corporate investors and according to the investment risk reduction principles.

The Company offers investment funds meeting needs of various investors - both regarding expected rate of return and accepted investment risk. At present SKARBIEC TFI SA manages 39 funds and subfunds, which comprise assets worth above PLN 4 billion.
The Company was a frequent winner of prestigious awards, among others for innovation and profitability of managed funds. In 2002 the “Gazeta Giełdy Parkiet” daily recognized SKARBIEC as the best investment funds company in 2002 and honoured it with the Bull and Bear award. In 2006 the Company was granted the title of MARKET LEADER in the Best Financial Company in Poland category and the title of EURO LEADER. A year later SKARBIEC TFI SA was selected the best Company – that time in the ranking organized by the “Rzeczpospolita” daily and the company Analizy Online. In 2007 Skarbiec TFI was also recognized as one of the strongest brands in the “Business Superbrands” category in the ranking of the international organization Superbrands. For more information on awards granted to our Company and to individual funds see here (a link to information on Skarbiec_rankings).

The mission of the Company is to make a significant contribution to development of the investment funds market in Poland and to win a significant share in it. We wish to achieve this by providing high quality services, offering innovative products and doing our best to help our Clients carry out their investment plans. The investment philosophy of the Company is based on active and disciplined management of funds portfolios and Clients’ assets as part of the asset management service, according to strictly defined rules and in order to increase the managed assets value and - as a consequence – in order to increase Clients' income. The flexible and innovative SKARBIEC’s approach to the changing market trends enables the Company to reach wide circles of Investors.

SKARBIEC TFI S.A. was the first to launch the following products:

  • money market fund
  • specialist open-end investment fund
  • close-end investment fund
  • guaranteed fund
  • fund of funds
  • umbrella fund
  • service of placing orders by phone with the use of the PIN (TeleSkarbiec).
  • For more information on new solutions introduced by the Company see here (a link to information on Skarbiec_innovations).

Information on the Company:

SKARBIEC Towarzystwo Funduszy Inwestycyjnych S.A. with its registered office in Warsaw, ul. Nowogrodzka 47A, 00-695 Warsaw.
The Company’s documentation is kept by the District Court for the capital city of Warsaw, XII Business Division of the National Court Register. The Company is entered in the register of business entities of the National Court Register under KRS entry 0000060640,
NIP 521-26-05-383, initial capital: PLN 4 050 505,00 paid in full.

Management Board:

Bogusław Grabowski – President of the Management Board
Piotr Kuba – Vice-president of the Management Board
Andrzej Pawłowski – Member of the Management Board
Piotr Bieńkuński – Member of the Management Board
Mieczysław Lewandowski – Member of the Management Board

Supervisory Board:

Jarosław Orlikowski – Chairman of the Supervisory Board
Jacek Więcek – Member of the Supervisory Board
Paweł Kurowski – Member of the Supervisory Board

Shareholders:

The sole shareholder in SKARBIEC TFI S.A. is SKARBIEC Asset Management Holding S.A.