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Exchange rates

Exchange rates

as of 30/01/2023 17:00:09

Cash payment
Non-cash payment
Selling rate
1.96100
1.96000
Buying rate
1.94800
1.94900
BNB fixing
1.95583
Cash payment
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1.83700
1.83400
Buying rate
1.75300
1.75400
BNB fixing
1.79385
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2.28500
2.28000
Buying rate
2.16000
2.16400
BNB fixing
2.22309
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1.98700
1.98500
Buying rate
1.89300
1.89500
BNB fixing
1.94707
БГ
Systematic investment plan (SIP)

Systematic investment plan (SIP)

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.

Features

  • Opportunity for higher return than traditional savings products*
  • You save regularly without any efforts. No waste of time to go to the bank office - only one visit is enough.
  • You do not pay taxes on the income, earned from your investments
  • It's up to you when, how, how much and for how long to invest
  • You can invest additional amounts, whenever you decide.
  • You dispose of your funds and the accumulated return at any time
  • You choose the payment date of your monthly installment and you may change it.
     

    Now you have the option to create your Saving Investment Plan fully online in UBB Mobile. You can find more information here

SIP is for

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.

 

Parameters

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

 

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. Investments in collective investment schemes, offered by UBB, are guaranteed by the Investor Compensation Fund, amounting to 90% of the value of all financial instruments held by the investor in UBB, but not more than BGN 40,000. 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: 11074.pdf (ubbam.bg) and in English: 11365.pdf (ubbam.bg).

Required documents

  1. ID document
  2. An account in BGN with UBB
  3. Agreements for deals with financial instruments and systematic investment.

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Ubb mobile

With UBB Mobile
you bank on the go

Easy, quick and secure

UBB Mobile is a specialized application for mobile devices – mobile phones and tablets with operational system Android and iOS.

Learn more