Set up your investment plan so that you can make the monthly contributions you need to achieve a dream trip, purchase, provide for your children's education or provide additional support after retirement.
*The value of units of collective investment schemes changes over time and may be higher or lower than the value at the time of investment. Profits are not guaranteed and there is a risk to investors of not recovering the full amount invested.
The Systematic Investment Plan gives an opprotunity for recurring investments in a mutual fund distributed by UBB. It is suitable for people who prefer to set aside smaller amounts, but regularly for achieving a certain goal. The proposed savings plans provide a choice for the saver to make a decision, matching his/her goals.
Systematic investment plan is offered for the following mutual funds. You can simultaneously participate in an unlimited number of savings plans.
|Mutual fund||Minimum amount|
|UBB ExpertEase Defensive Conservative Responsible Investing||BGN 10|
|UBB ExpertEase Defensive Balanced Responsible Investing||BGN 10|
|UBB ExpertEase Defensive Tolerant Responsible Investing||BGN 10|
|UBB ExpertEase Dynamic Balanced Responsible Investing||BGN 10|
|UBB ExpertEase Dynamic Tolerant Responsible Investing||BGN 10|
|UBB ExpertEase Highly Dynamic Tolerant Responsible Investing||BGN 10|
|UBB Platinum Bulgaria||BGN 20|
|UBB ExpertEase Defensive Balanced||BGN/EUR 10|
|UBB ExpertEase Defensive Tolerant||BGN/EUR 10|
|UBB ExpertEase Dynamic Balanced||BGN/EUR 10|
|UBB ExpertEase Dynamic Tolerant||BGN/EUR 10|
|UBB ExpertEase Highly Dynamic Tolerant||BGN/EUR 10|
|KBC Eco Fund Water Responsible Investing||No minimum required|
|KBC Defensive Balanced||No minimum required|
|KBC Defensive Tolerant|
|KBC Dynamic Balanced|
|KBC Dynamic Tolerant|
|KBC Highly Dynamic Tolerant|
IMPORTANT! This information contains marketing material and does not constitute investment consultation, advice, investment research or investment recommendation and should not be treated as such. The information is valid at the date of its issue and may change in the future. The value of the units of the collective investment schemes changes over time and may be higher or lower than the value at the time of the investment. No profits are guaranteed and there is a risk for investors not to refund the full amount invested. Therefore, it is advisable for investors to get acquainted with the specifics of the financial instruments in which they wish to invest and to assess how appropriate they are to meet their investment objectives and risk appetite before making an investment decision. The offered investment product concerns the purchase of units in a fund rather than any instruments, in which the respective fund invests in. Please, read the Key Investor Information Document and the Prospectus before investing. Upon request, you can receive a paper copy of these documents, free of charge, at all UBB branches, within their normal working hours with clients. Full and up-to-date information about the funds, offered by UBB, can be found at www.ubb.bg, in the section "Savings and Investments", on the website of KBC Asset Management NV - Branch www.ubbam.bg, as well as in the UBB branches, where you can get a personalized investment advice. A summary of your rights as an investor is available at the following hyperlinks, in Bulgarian: https://ubbam.bg/uploads/files/page/12593.pdf and in English: https://ubbam.bg/uploads/files/page/12594.pdf.
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