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.
Ask us about the preferred product and we will give you the needed information.
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