Plan how with minimum monthly installments to earn the desired amount, needed for a dream trip, a purchase, your children’s education or as additional financial aid after your retirement.
The Systematic Investment Plan gives an opprotunity for recurring investments in a mutual fund, chosen buy the client. 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 Premium Equity||BGN 20|
|UBB Platinum Bond||BGN 20|
|UBB Patrimonium Land||BGN 20|
|UBB Balanced Fund||BGN 100|
|UBB Global Farm Invest||BGN 100|
|UBB Global Child fund||BGN 100|
|UBB Global Dividend||BGN 100|
|UBB Global Growth||BGN 100|
NB! The value of the shares and the income from them may decrease, profit is not guaranteed and there is a risk for investors not to recover the full amount of their initial investment.