Regular Investment plan - PlanInvest

Regular

Investment plan - PlanInvest

is a series of consecutive monthly investments in a selected mutual fund.

Currency

EUR/USD

Term of the investment plan:

no preliminary defined term

Minimum amount for participation

25 EUR/25 USD

Selection of an Investment Plan from a Wide Range of Our Luxembourg Mutual Funds

Why Choose the PlanInvest Regular Investment Plan?

 

ACCESSIBILITY

  • A minimum initial investment amount that enables you to invest regularly;
  • Your accumulated funds and returns are available to you at any time;
  • A clearly defined risk profile for the mutual fund you select for your investment;

CONVENIENCE

  • Investments made through automatic transfers from your personal account, with just one visit to a branch;

OPPORTUNITY

  • No fee for the purchase of fund units when your salary is paid into an account with the Bank;
  • No conversion fee when switching to another mutual fund;

FLEXIBILITY

  • You have full discretion over the investment date, amount and investment period.

 

List of funds** Currency
Equity - Global Equities Fund

USD 

Equity - Global Equities Fund EUR
Absolute Return Fund EUR
Income Plus Fund EUR
Income Plus Fund USD
Fund of Funds - Global Low EUR
Fund of Funds - Global Medium EUR 
Fund of Funds - Global High EUR
Fund of Funds - Balanced Blend Global EUR
Fund of Funds - Balanced Blend US USD
Fund of Funds - Equity Blend EUR
Fund of Funds - Next GEN Focus EUR USD
Fund of Funds - Global Emerging Markets EUR

Useful Information