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.
Now you have the option to create your Saving Investment Plan fully online in UBB Mobile. You can find more information here.
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|
|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 ExpertEase Defensive Balanced||No minimum required|
|KBC ExpertEase Defensive Tolerant|
|KBC ExpertEase Dynamic Balanced|
|KBC ExpertEase Dynamic Tolerant|
|KBC ExpertEase Highly Dynamic Tolerant|
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.