PFR Fundusz Inwestycyjny Fundusz Inwestycyjny Zamknięty Aktywów Niepublicznych

What does the fund do?

The Fund is intended for companies from different sectors of the economy operating on the Polish market. It engages with companies conducting activities which have appropriate experience in their sector, where the business model and technologies applied have proved successful in business operations.

The Fund is interested particularly in entities that have built a strong market position in their industry, have significant growth potential and are increasing their revenues while improving efficiency or implementing innovations. The Fund may also invest in entities that meet sustainability criteria and ESG standards.

Who may benefit from the Fund?

  • companies operating on the Polish market,
  • enterprises with experience in their sectors,
  • primarily companies from the following sectors: fuels and energy, chemicals and raw materials, consumer goods, trade and services, healthcare, industrial production and construction, technology, media and telecommunications, infrastructure.
  • investments in entities from other sectors are not excluded.

PFR TFI S.A. 
ul. Krucza 50  |  00-025 Warszawa

 

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What purposes or projects are implemented by the fund?

1  
  • Improving the situation of enterprises through the improvement of products, improvement of operational effectiveness and growth achieved in an organic way or in the acquisition processes of other entities.
2  

Development of entities of key importance for the Polish economy so that they can compete effectively with foreign markets.

3  
  • Supporting enterprises in the implementation of infrastructure projects.

How does the fund financing function?

The Fund provides funding in several forms:

  • acquiring new or existing shares in capital companies,
  • subscribing to or purchasing bonds,
  • acquiring debt and providing debt financing, including mezzanine,
  • granting hybrid financing that combines the features of equity and debt financing, e.g. bonds convertible into shares.

The Fund’s investment portfolio is managed by PFR S.A. The decision of the Fund’s engagement is preceded by negotiations.

Area of operation and legal requirements:

The Fund provides financing to companies in various sectors of the economy, including those of strategic importance, such as fuels and energy, chemicals and raw materials, telecommunications, industry and infrastructure.

The Fund concentrates on enterprises which:

  • have registered offices in Poland, or
  • generate a substantial part of their revenue on the Polish market, or
  • are connected with the Polish economy in another way.

We may also engage in such projects as sections of cross-border transmission networks.

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The fund is a medium- and long-term investor. The investment horizon can be up to 25 years from the investment commitment until the full return of the capital.

What are the important aspects of the Fund’s functioning?

The most important additional benefits are:

  • acquisition of a stable and professional partner,
  • possibility to benefit from the knowledge and experience of the Fund’s investment team,
  • flexibility in choosing the form of financing,
  • long-term cooperation,
  • clear and comprehensible rules of cooperation.
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IMPORTANT INFORMATION

The resources from the Fund are supposed to help companies in:

  • improving effectiveness,
  • increasing innovativeness,
  • increasing capacity to implement new technologies,
  • preparing for the implementation of modern products,
  • extending technical infrastructure.

What are the important aspects of the Fund’s functioning?

The most important additional benefits are:

  • acquisition of a stable and professional partner,
  • possibility to benefit from the knowledge and experience of the Fund’s investment team,
  • flexibility in choosing the form of financing,
  • long-term cooperation,
  • clear and comprehensible rules of cooperation.
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Informacja o połączeniu funduszy

14 kwietnia 2022 r. nastąpiło połączenie Funduszu Inwestycji Infrastrukturalnych - Kapitałowego FIZ Aktywów Niepublicznych (Fundusz Przejmowany) z Funduszem Inwestycji Polskich Przedsiębiorstw FIZ Aktywów Niepublicznych (Fundusz Przejmujący).

Management of the fund
Record of Investment Funds

RFI 1168

Abbreviated name of the fund

PFR FI FIZ AN

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