2026-01-12 15:28
publication
2026-01-12 15:28
For BETA ETF, 2026 will be the year of obtaining a license for BETA TFI and starting the procedure for transferring funds. At the same time, from 2 to 5 new investment solutions may hit the market – announces the president of BETA TFI, Kazimierz Szpak.
“Looking to the future, we remain consistent in our ambition to further develop the ETF market in Poland. 2026 will be the year for us to obtain a license for BETA TFI and start the procedure of transferring funds, and at the same time, the time to introduce 2 to 5 new investment solutions,” wrote president Kazimierz Szpak in the BETA TFI annual report.
BETA ETF funds close 2025 with an increase in assets to PLN 1.557 billion and net inflows of over PLN 568 million.
The BETA ETF offers 5 asset categories. These are Polish shares, foreign shares, treasury bonds, trading (lev/short) and cryptocurrencies.
The most popular solutions in 2025 were Polish shares and treasury bonds, which collected PLN 270 million and PLN 173 million, respectively.
“We are pleased with the structure of inflows to BETA ETF funds, which in 2025 clearly confirmed that Polish investors are willing to increase exposure to the domestic stock market. The inflows to the category of Polish shares at the level of PLN 270 million should be assessed unequivocally positively, especially when compared to the results of traditional investment funds for Polish shares, which, according to Analysis Online data, reported a negative YTD balance of PLN -641 million at the end of November,” wrote Kazimierz Szpak.
In his opinion, this difference shows the change in investor preferences and the growing role of ETFs as a tool for long-term investing in foreign and domestic shares.
Kazimierz Szpak also draws attention to the leader in terms of accumulated inflows, which turned out to be the BETA ETF of 6M Bonds.
“This fund, to the surprise of many market observers, attracted the largest assets from BETA ETF solutions. We find the justification for this phenomenon in two key aspects. Firstly, it is a very effective tool for reducing the risk of the entire investment portfolio. Investors no longer have to mentally separate the bond part in a separate account – they receive a cheap, liquid and transparent solution, which in many cases turns out to be significantly more effective than building exposure on the Catalyst market on their own,” said the president.
“The second factor was an extensive promotional campaign, as a result of which trading in this fund became virtually commission-free. We are pleased that some brokers declare that these conditions will be maintained in the long term, which should support further, effective use of the BETA ETF 6M Bonds by investors,” he added.
On the secondary market, exchange turnover in BETA ETF funds increased from PLN 1.3 billion to PLN 2.8 billion, and the number of transactions from 220,000. up to 645 thousand
In 2025, the BETA ETF product range was joined by BETA ETF Dywidenda Plus, based on the WIGdivplus index, and BETA ETF Bitcoin – solutions that expand investors' access to dividend strategies and digital assets within the regulated capital market.
The debut of the mWIG40TRlv and mWIG40TRsh strategies is planned in March 2026. (PAP Business)
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