Systematic investment plan (SIP)

Exchange rates

as of 30/09/2022 17:45:12

Cash payment

Non-cash payment

Selling rate

1.96000

1.95900

Buying rate

1.94860

1.95000

BNB fixing

1.95583

Cash payment

Non-cash payment

Selling rate

2.04230

2.03930

Buying rate

1.96030

1.96330

BNB fixing

2.00639

Cash payment

Non-cash payment

Selling rate

2.29120

2.28620

Buying rate

2.16620

2.17020

BNB fixing

2.21498

Cash payment

Non-cash payment

Selling rate

2.08900

2.08400

Buying rate

2.00300

2.00800

BNB fixing

2.04563

Advantages

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

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.