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 tamely 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.
Bulbank Mobile
IconYou can check the current status of your investments plan using Bulbank Mobile.
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.
Concluding an investment plan
If you are a customer of UniCredit Bulbank you can conclude the investment plan digitally via our mobile app Bulbank Mobile:
- Log in to Bulbank Mobile and open the menu “Investments”;
- Explore the available opportunities and choose the strategy that best meets your goals;
- Carefully become familiar with all documents and confirm;
- Answer several brief questions on your experience with and knowledge of financial instruments;
- Select the investment plan parameters, review the relevant documents and sign them digitally.
If you need further assistance, do not hesitate to visit a convenient branch of UniCredit Bulbank AD.
Frequently Asked Questions
Mutual funds are the most widely used form of investing in the world. Investors have access to global financial markets and the companies involved. 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 profiles and recommended horizons – conservative, balanced and dynamic funds. If interested, send an inquiry and our bank expert will contact you.
The mutual funds offered by UniCredit Bulbank AD invest in shares and/or bonds in leading global companies, as well as in other assets. For more information, please refer to the respective fund documents.
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