
Overview
Investors Towarzystwo Funduszy Inwestycyjnych is an investment fund management company that offers various investment funds, including conservative, growth, and balanced funds. It also provides Individual Retirement Accounts (IKE), Individual Retirement Savings Accounts (IKZE), and employee capital plans (PPK) to help clients save for retirement and manage their investments effectively. The company emphasizes responsible management of clients' funds and offers resources for understanding tax implications related to investment income.
Financials
Revenue history (in m)
Data and insights are generated automatically based on financial statements and may contain errors. This analysis is for informational purposes only and does not constitute an official assessment of the company's credibility or business advice.
Statistics
How the company ranks by revenue within its industry, region and across Poland in 2025.
Results vs industry
News
Investor FIZ - CI redemption as of August 31, 2026
Investor FIZ - intention to redeem in September 2026
Investor Gold FIZ - CI redemption as of August 31, 2026
Investor Gold FIZ - intention to redeem in September 2026
Investor Gold FIZ - WANCI valuation as of August 31, 2026
Changes in the Statutes of Investor Parasol FIO and Investor Parasol SFIO
Industry
Bank accounts
Registered as a VAT taxpayer on 2007-07-01. Active
07 1880 0009 0000 0013 0062 4000
09 1880 0009 0000 0013 0039 3007
16 1050 0086 1000 0023 5589 0423
Debt
No entries in the National Debtors Register (KRZ). No proceedings in KRZ
MSiG notices
52 notices recorded in the Court and Commercial Gazette (MSiG).
| Publication date | Event | |
|---|---|---|
| Nov 17, 2016 | Financial statement published | |
| Nov 8, 2016 | Financial statement published | |
| Nov 3, 2016 | Financial statement published | |
| Oct 28, 2016 | Financial statement published | |
| Oct 27, 2016 | Financial statement published |
Public aid
No public aid cases recorded in the last 10 years.
Tenders
No recorded participation in tenders.
Regulatory authorisations
| Authority | Type | Status | |
|---|---|---|---|
| Investment fund company | Active |
Authorized Representatives
Manner of representation
The making of declarations on behalf of the company requires the joint action of two members of the management board, or of one member of the management board jointly with a commercial proxy.
Supervisory board
Ownership
| Owner | Shares | Share value | Stake |
|---|---|---|---|
| 725,719 | $1,960,343.06 | 100% |
Beneficial owners
| Person | Rights | |
|---|---|---|
Wiesław Podraza (70) | Posiada większość głosów w organie stanowiącym podmiotu, który posiada 49,90% akcji spółki investors holding s.a., posiadającej bezpośrednio 100% akcji investors towarzystwo funduszy inwestycyjnych s.a. |
Competitors
| Name | Revenue | Website | ||
|---|---|---|---|---|
| Towarzystwo Funduszy Inwestycyjnych PZUS.A. | $74,880,558.05 | pzu.pl | ||
| PFR Towarzystwo Funduszy InwestycyjnychS.A. | $66,272,628.64 | pfrtfi.pl | ||
| Powszechne Towarzystwo Emerytalne PZUS.A. | $56,847,858.30 | pzu.pl | ||
| KRUK Towarzystwo Funduszy InwestycyjnychS.A. | $52,833,964.42 | kruktfi.pl | ||
| Ipopema Towarzystwo Funduszy InwestycyjnychS.A. | $41,578,756.97 | ipopematfi.pl | ||
| Generali Investments Towarzystwo Funduszy InwestycyjnychS.A. | $40,129,559.04 | generali-investments.pl | ||
| Towarzystwo Funduszy Inwestycyjnych Allianz PolskaS.A. | $35,726,593.85 | allianz.pl | ||
| Forum Towarzystwo Funduszy InwestycyjnychS.A. | $26,345,866.20 | forumtfi.pl | ||
| Ultimo Towarzystwo Funduszy InwestycyjnychS.A. | $17,520,410.05 | ultimotfi.pl | ||
| BPS Towarzystwo Funduszy InwestycyjnychS.A. | $13,564,124.30 | bpstfi.pl |
Change history
| Date | Event | |
|---|---|---|
| 2015-05-04 | Share capital change (8,417,690.00 PLN → 7,257,190.00 PLN) | |
| 2015-05-04 | PKD change (Removed: 66.12.Z) | |
| 2011-06-30 | Share capital change (3,000,000.00 PLN → 8,417,690.00 PLN) | |
| 2011-06-30 | PKD change (Removed: 67.12.B; Added: 64.99.Z, 66.12.Z, 66.19.Z, 66.30.Z) | |
| 2010-12-30 | Address change (Rejtana 17/18, 02-516, Warszawa → Mokotowska 1, 00-640, Warszawa) |
FAQ
Last updated: 2026-07-09
