Systematic investment plan (SIP)

Advantages

Opprotunity 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 visti 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.

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

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.