IKZE calculator

Select what type of customer you are

Specify how much and how often you would like to deposit into your IKZE account

How much would I like to deposit? ?

How would I like to make the deposit?

This year, this is how much you still have to invest ?

Your tax scale

Your PIT tax credit for this year will be: ?

The parameters of your IKZE investment

Enter your age ?

years

Length of investment ?

years

Estimated annual rate of return

%

Your IKZE pension

Total amount ?

Which you will receive in the case of a single payment

The sum
of your contributions

Expected gain on the investment

Total
tax reliefs ?

When you save with IKZE, each year you offset the amount you paid against your income tax base. The total amount of PIT deductions increases the total return on your IKZE investments.
Investment result
Total IKZE deposits, including expected rate of return
Total IKZE deposits
Open IKZE Account

VIG/C-QUADRAT Towarzystwo Funduszy Inwestycyjnych S.A. ("Company") operates on the basis of the decision of the Polish Financial Supervision Authority of August 20, 2021, Decision No. DFF.4020.1.56.2020.JG.
This content is distributed for the purpose of advertising or promoting services provided by VIG/C-QUADRAT TFI S.A. Presented results are for illustrative purposes only and do not constitute investment advice. The calculations are based on data specified by the user and on the assumption that withdrawals will be made after the conditions specified in the Act on Individual Pension Accounts and Individual Retirement Security Accounts have been met.

The Funds do not guarantee that the assumed investment objective will be achieved or that a specific investment result will be achieved. Presented results are of historical nature and do not constitute a guarantee of achieving similar results in the future. Handling fees are charged on payment into a fund or repurchase of participation units. The amount and method of charging handling fees are specified in tables of fees.

Due to the composition of the portfolio and the management strategy pursued, the value of participation units may be subject to moderate, high or very high volatility. The participant should take into account the possibility of losing at least part of the funds paid. Detailed description of risk factors can be found in the information prospectus and in the Key Investor Information (KIID). Prior to the purchase of participation units you should read, respectively, the information prospectus, the Articles of Association of the relevant investment fund, the Key Investor Information and the AIF Client Information. All documents are available at www.vigcq-tfi.pl.