What Superfund TFI S.A. does

Superfund TFI S.A. (legally Superfund Towarzystwo Funduszy Inwestycyjnych S.A.) is a privately held, KNF-licensed investment fund management company headquartered in Warsaw, Poland, and part of the global Superfund Group founded in 1995. The firm has operated in Poland since 2005 under license DFI/W/4030-31-1-4729/2005 and manages over 1 billion PLN in assets under management across two umbrella fund structures plus one linked fund: FIO Portfelowy (6 subfunds with a 100 PLN minimum), SFIO (5 specialized subfunds with a 40,000 EUR minimum and multi-currency access in PLN, EUR, USD), and Superfund Silver Powiązany SFIO. It also offers IKE and IKZE tax-advantaged pension accounts. Product coverage spans Polish bonds and equities, global equities (including S&P 500 leverage), precious-metals miners, blockchain equities, and leveraged/managed-futures strategies (Alfa Global, LEV Gold, LEV Silver). Technology comprises the proprietary STI24 self-serve online investment platform (sti24.superfund.pl) supporting account opening and fund subscription, plus algorithmic/quantitative trading strategies in the managed-futures products. The firm employs 23 people, including licensed investment advisors and CIIA-certified portfolio managers.

The company generates revenue primarily through recurring management fees on assets under management across its fund structures, with a one-time account opening fee of 600 PLN on IKE/IKZE pension accounts. Distribution runs through multiple channels: the STI24 self-serve digital platform, bank distribution partners across Poland (with BNP Paribas as the transactional banking partner providing SWIFT/IBAN services), an agent network of independent financial advisors, and direct enterprise sales from the Warsaw headquarters for HNW and institutional clients. The customer base is primarily Polish individual investors (retail) with a secondary institutional segment meeting the SFIO minimum, marketed via the corporate website (superfund.pl), Facebook, LinkedIn, and monthly fund commentary reports. The firm has no disclosed subsidiaries, no external funding rounds, and operates as a regulated subsidiary within the privately held Superfund Group whose other entities span Austria, Germany, the USA, Hong Kong, and Japan.

Name

Superfund TFI S.A.

Legal name

Superfund Towarzystwo Funduszy Inwestycyjnych S.A.

Website

https://superfund.pl

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Short description

Superfund TFI S.A. is a Warsaw-based, KNF-licensed Polish investment fund management company (founded 2005) operating two umbrella funds (FIO Portfelowy, SFIO) with 12 strategies, the STI24 self-serve platform, IKE/IKZE pension accounts, and over 1 billion PLN in AUM, serving retail and institutional investors.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Open-End Investment Funds (525910), Pension Funds (525110)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Client/High-Net-Worth Advisory (FSAEAAAN)

akta.pro secondary industry

Fixed Income Mutual Funds (FSAAAEAB)

Keywords

• Investment fund management
• Asset management services
• Retirement savings accounts
• Managed futures strategies
• Multi-asset fund solutions

Headquarters

HQ city

Warsaw

HQ country

Poland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Fund Management Fees: Superfund TFI generates revenue through management fees charged on assets under management across its fund umbrella structures (FIO Portfelowy, SFIO). The company also earns subscription fees from individual investors participating in funds.
2. Account Opening Fees: One-time account opening fee of 600 PLN for opening investment accounts (IKE/IKZE).

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Superfund TFI S.A. is a KNF-licensed investment fund management company that creates, distributes, and manages a portfolio of 12 investment strategies organized under two umbrella fund structures (Superfund FIO Portfelowy with 6 subfunds and Superfund SFIO with 5 subfunds) plus one linked fund (Superfund Silver Powiązany SFIO). It also offers tax-advantaged retirement wrappers (IKE and IKZE) and runs the STI24 self-service platform for subscription and account management.

Product overview

Superfund TFI S.A. operates as a licensed investment fund management company offering a portfolio of investment products through two umbrella fund structures. The FIO Portfelowy provides open architecture access to 6 subfunds (Superfund Spokojna Inwestycja, Superfund Obligacyjny Uniwersalny, Superfund Akcyjny, Superfund Spółek Złota i Srebra, SUPERFUND Plus US 500, Superfund Akcji Blockchain) with minimum investment starting from 100 PLN. The SFIO structure offers 5 specialized subfunds (Superfund Spokojna Inwestycja Plus, Superfund Stabilnego Wzrostu, Superfund Alfa Global, Superfund LEV Gold, Superfund LEV Silver) with currency flexibility (PLN, EUR, USD) and 40,000 EUR minimum. Additionally, the company offers a linked fund structure (Superfund Silver Powiązany SFIO) and pension products (IKE and IKZE accounts) for retirement savings with tax benefits. The company manages 12 unique investment strategies with over 1 billion PLN in assets under management.

Differentiator

Problem solved

Functional benefit

Products and services

• Superfund FIO Portfelowy Open-ended umbrella fund (Fundusz Inwestycyjny Otwarty) providing Polish retail investors with access to 6 subfunds (conservative bonds, universal bonds, equities, gold/silver mining equities, leveraged US equities, and blockchain equities) under a single vehicle with intra-fund transfer rights.
• Superfund SFIO Specialist open-ended umbrella fund (Specjalistyczny Fundusz Inwestycyjny Otwarty) offering 5 specialized subfunds with multi-currency share classes (PLN, EUR, USD) for individual investors (40,000 EUR minimum) and legal entities (500 PLN minimum).
• Superfund Silver Powiązany SFIO Linked fund within the SFIO that invests up to 100% in Superfund Silver Podstawowy SFIO to deliver direct silver price exposure through COMEX silver futures with leverage.
• IKE - Indywidualne Konto Emerytalne (Individual Pension Account) Individual Pension Account (Indywidualne Konto Emerytalne) wrapping Superfund subfunds with full 19% Belka tax exemption on capital gains at withdrawal after age 60 and a 600 PLN one-time account opening fee.
• IKZE - Indywidualne Konto Zabezpieczenia Emerytalnego (Individual Pension Security Account) Individual Pension Security Account (Indywidualne Konto Zabezpieczenia Emerytalnego) providing immediate tax deduction on contributions (up to 11,304 PLN for individuals, 16,956 PLN for entrepreneurs) and a 10% flat tax at withdrawal after age 65, with a 600 PLN one-time account opening fee.
• STI24 Online Investment Platform Self-service online investment platform enabling investors to open accounts, subscribe to Superfund funds, and manage their holdings across the firm's fund range.
• Superfund Alfa Global (formerly Superfund Globalny Sicav) Multi-asset global subfunduszy within SFIO with a broad mandate to invest in global equities, bonds, gold, and other assets, using active management with derivatives and potential short positions to target superior risk-adjusted returns over long-term horizons.
• Superfund LEV Gold (formerly Superfund Goldfuture) Leveraged gold-exposure subfunduszy within SFIO using futures, participation units, and bonds to deliver returns that exceed gold price movements during bull markets.
• Superfund LEV Silver (formerly Superfund Silver) Leveraged silver-exposure subfunduszy within SFIO using commodity derivatives to deliver returns exceeding silver price movements during bull markets.
• Superfund Akcji Blockchain (formerly Superfund Ucits Green Financial Futures) Blockchain technology stocks subfunduszy within FIO Portfelowy investing in companies developing and utilizing blockchain technology with exposure to cryptocurrency market trends.

Quantifiable outcome

• Assets under management exceed 1 billion PLN
• +1 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators5 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Esaliens TFI: Polish TFI managing a diversified range of open-end funds including bond, equity, and mixed-asset strategies, competing directly for Polish retail fund flows alongside Superfund TFI.
• Skarbiec TFI: Polish boutique investment fund manager with multi-strategy open-end fund offerings for retail and institutional clients, comparable in size and product range to Superfund TFI.
• Altus TFI: Polish mid-sized asset manager operating open-end mutual funds across multiple asset classes, serving Polish retail and institutional investors in a similar boutique TFI category.
• Quercus TFI: Polish boutique asset management company running a multi-strategy fund platform (equity, bond, alternative) for retail and institutional clients. Closest direct competitor to Superfund TFI in scale and strategy breadth among Polish TFIs.
• Investors TFI: Polish asset management company running a multi-fund umbrella platform for retail and institutional clients; directly comparable in fund structure and distribution approach.

Emerging players

• Caspar Asset Management: Polish boutique asset manager with focus on alternative and structured strategies, providing a niche parallel to Superfund TFI's alternative-asset offerings in the Polish market.

Broad incumbents

• PKO TFI: One of the largest Polish asset managers, affiliated with PKO BP bank, operating a broad multi-strategy mutual fund platform. Represents the incumbent scale competitor against which Superfund TFI competes for shelf space and flows.
• PZU TFI: Large Polish asset manager affiliated with PZU Group offering a wide range of open-end mutual funds. Sets the competitive benchmark for retail fund AUM in Poland.
• Goldman Sachs TFI (formerly NN Investment Partners TFI): Major international-affiliated Polish asset manager with broad multi-strategy fund offerings and institutional reach, representing a global-branded competitor to Superfund TFI.
• Allianz TFI (formerly TFI Allianz): Polish TFI affiliated with Allianz Group offering diversified open-end fund products across bonds, equities, and mixed assets for retail and institutional clients.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/SuperfundTFI
• LinkedInlinkedin.com/company/superfund-tfi

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Superfund TFI S.A.