History

IV 2008

first distribution agreements with reputable banks, insurers, brokerage houses and financial intermediaries signed

VI 2008

Equity capital of Quercus TFI S.A. raised up to PLN 14 m through private placement of 10 m shares (C series) at PLN 0.80

IX 2008

Quercus TFI S.A. becomes the first public company in the mutual funds sector, shares listed on NewConnect market, debut share price equals to PLN 0.68

IV 2009

asset management and investment advisory services introduced

V 2010

QUERCUS Absolute Return FIZ (closed-end fund) and 3 more QUERCUS Parasolowy SFIO subfunds launched

XI 2010

QUERCUS Absolutnego Zwrotu FIZ (closed-end fund) launched

III 2011

Shares listed on the main market of Warsaw Stock Exchange, debut share price equals to PLN 3.30

V 2012

QUERCUS Gold subfund launched

X 2013

QUERCUS Stable subfund launched

XI 2013

The first large financial investor crosses 5% threshold in shareholder structure - NN Pension Fund has got 6.72% of shares

XII 2015

QUERCUS Multistrategy FIZ (closed-end fund) launched

V 2017

QUERCUS Global Growth subfund launched

XII 2018

changes in subfund/fund strategies, QUERCUS Short Duration, QUERCUS Treasury Bonds, QUERCUS Global Balanced subfunds and QUERCUS Global Balanced Plus FIZ (closed-end fund) launched

XII 2020

QUERCUS Silver subfund launched

X 2021

Quercus TFI S.A., through Quercus Agent Transferowy sp. z o.o., becomes the owner of Dom Inwestycyjny Xelion sp. z o.o., the largest independent distributor of investment funds in Poland

XII 2021

assets under management reach PLN 4.44 b, the share price of Quercus TFI S.A. is PLN 4.10 and market cap of the Company is PLN 241 m

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