The subfund is intended for people born in the period 1963-1967 or earlier. People of a different age who assess the subfund’s investment policy and risk level to be better adjusted to their needs may also transfer their funds to the PFR PPK 2025 subfund.
The fund’s investment policy changes over time and assumes a gradual increase in the Participants’ investment security together with the approaching target date, i.e. the moment of fund withdrawal. Therefore, the proportion of debt instruments and equity instruments in the fund portfolio will change over time. Starting anuary 2025, the equity portion must not exceed 15% of the sub-fund's asset value, whereas the debt portion may range from 85% to 100% of the asset value. A detailed description of the PFR PPK 2025 investment policy is included in Article 38 of the PFR PPK SFIO Statute.
