Investment Plan
What is a onemarkets Fund investment Plan?
- An investment plan is a modern solution for anyone who wants to set aside funds for a specific goal – a trip, a new car, your children’s education, etc.
- Invest small amounts on a regular basis in onemarkets Fund mutual funds backed by the largest asset management companies in the world. The longer the investment period, the greater the potential for returns.
- Tailored solution to match your client’s profile with a wide choice of investment funds..
What are the advantages?
Payment
IconYou can determine the date and amount of your contribution and you can use the accumulated funds in a timely manner after selling the respective units.
Transfer
IconAutomatic transfer from your personal account.
Returns
IconReturns on investments in mutual funds are not taxable in Bulgaria in accordance to applicable legislation.
Example
*The diagram presents a simulation of an investment with MSCI World on the basis of actual historical data for the period of January 2019 to December 2023 with a monthly contribution of EUR 50. At the end of the period the investor would have EUR 3,626. The amount indicated at the end of the period does not include an one-off entrance fee in the amount of EUR 50.70 for the specific investment.
* Past performance of the Funds is not related by necessity to future performance from these activities. The value of investments and related income may go up but may also go down with no guarantee of profit and there is a risk that the investors may not recover full amount of their investment. The information is provided for illustrative purposes only and it does not constitute advice on dealing in financial instruments. Each investor is deemed to make his/her own decision to invest and/or enter into other transactions in units in Funds. UniCredit Bulbank AD does not provide an investment advice.
Frequently Asked Questions
Mutual funds are the most widely used form of savings and investment in the world. Investors have access to global financial markets and the companies that participate in them. The main advantages of mutual funds include:
- transparency and professional investment management;
- risk diversification;
- access to your funds when needed.
At UniCredit Bulbank we offer a wide range of investment funds with different strategies, risk levels and recommended objectives: conservative, balanced, and dynamic funds. If you are interested, send an inquiry and an expert from the bank will contact you.
The mutual funds offered by UniCredit Bulbank invest in the shares and/or bonds of leading global companies.