Benefits of Investment Savings SK
Investment Savings SK is a program of regular investment in one of 9 mutual funds governed by Eurizon Asset Management Slovakia, správ. spol., a.s. Monthly investment reduces the risk of the incorrect timing of a one-time investment.
|investment from € 20||entry fee € 0||an extraordinary investment of up to € 5,000|
|Regular monthly investment from € 20 to € 5,000.||The exit fee after min. saving period is 0%, otherwise 3% of the current price of the share certificates.||Possibility of an extraordinary investment of up to € 5,000 per month (including regular investment).|
Active Bond Fund, Central European Bond Fund, Flexible Conservative Fund, MIX 15
Balanced Growth Fund, Equity Portfolio, Dynamic Portfolio, Active Magnifica
Most frequently asked questions
What is the minimum amount that is worth investing?
The minimum amount for a one-time investment in Eurizon Asset Management Slovakia mutual funds is 150 EUR or the equivalent in a foreign currency. The decision whether to add more depends on you, depending on your financial situation.
Investment Savings SK allows you to save and invest in mutual funds at regular monthly intervals under preferential terms - from 20 euros. In addition, you regularly optimize the purchase price of your share certificates through regular savings.
What is the optimal period of investing?
It is individual and depends on your decision and the target you set. Keep in mind, however, that your investment in funds may grow, stagnate, but also fall. Invest in long-term investments and the longer the investment horizon you set, the less the risk of a short-term decline in the value of your investment.
Is it possible to invest in foreign currencies?
VÚB Bank offers clients term deposits in foreign currencies. There are no fees associated with their opening and management. Selected funds of Eurizon Asset Management Slovakia can also be invested in USD. Keep in mind that it is reasonable to invest in the currency in which you plan to realize your future expense.
Investing in mutual funds also involves risk. The value of the investment may grow, stagnate or fall, and the return of the originally invested amount is not guaranteed. Statutes, sales brochures and key information for Eurizon Asset Management Slovakia správ. spol., a.s. mutual fund investors. (Eurizon SK) are available in the Slovak language at the headquarters of Eurizon SK and the Depositary, at all VÚB a.s., sales points and at www.eurizoncapital.com/sk. In accordance with the approved Mutual Fund statutes of Eurizon SK, the share of securities or money market instruments issued or guaranteed by the States listed in individual Fund statutes may exceed 35% of the value of the Fund's assets, and may reach up to 100% of that value. The investment policy of the respective Eurizon SK mutual Funds may be, in line with the approved statutes, investment predominantly in assets other than transferable securities and money market instruments. At present, it is possible to execute transactions with mutual fund share certificates in VÚB Bank's offer only through VUB's sales outlets.
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Foreign mutual funds
By investing in foreign mutual funds of the asset management companies of Eurizon Capital S.A., you have the opportunity to achieve attractive returns over a longer time horizon.
Investment savings SK
Regular investment in mutual funds is now up to 20 EUR per month without an entry fee.