We charge no management fee. We only get a performance fee: we make money when our clients make money. Other equity funds charge a management fee at 3.75%* on average, regardless of actual performance.

The Equity Sub-fund OPERA Universa-plus.pl applies investment limits of a closed-ended fund. As a result, the Sub-fund can invest in stocks globally, sell short, and diversify the portfolio with commodities.

As a vehicle, the specialty open-ended investment fund combines the flexibility of a closed-ended fund with the liquidity of an open-ended fund. In addition, there is no discount typically affecting listed certificates of closed-ended funds.

With a minimum investment requirement, the Sub-fund targets affluent individuals as well as corporates and NGOs.

The distribution fee is broken down into two parts: instead of one lump front-end load, we charge smaller fees on purchase and redemption. As a result, more money is invested and provides returns to the clients. One half of the redemption fee is not paid to the Fund Manager but added to the assets of the Fund; this means that clients who retain their investment benefit when other clients divest.