Invest step by step

What goals do you have for the coming years? A new place to live? A good education for your children? Or do you finally want to put your big dreams into reality once you have retired?

With investment plan you can get closer to your ideas over an extended period of time, step by step, in small amounts. Investment plan can combines the traditional concept of saving with the return opportunities of securities. From 25,00 EUR, with a fund of your choice!

Simply

Periodic, automatic payments in the amount of your choice. Payments possible starting from 25 EUR per month.

Efficiently

Client chooses the monthly investment amount and execution date of the standing order based on their goal.

Disciplined

The client selects the time and duration of the investment. Each fund has a recommended investment period.

Funds with an equity component provide an opportunity for a higher investment return in the long run. Although equity funds are known for their unit price fluctuations, it is precisely the fluctuations that are a long-term ally for investors who invest regularly. When unit prices are lower, you can buy more units for the same investment amount. Over time, as the market recovers and prices rise, your investment will be worth more.

development of financial literacy and independence
gradual capital building
the foundation for further investment
when you regularly invest a fixed amount each month, you buy more fund units when the unit price is lower and less units when the price is higher. This approach allows you to gradually buy more units at lower prices over time
Investing a fixed amount every month can help reduce your exposure to market fluctuations and minimize your ris

Investment funds in the George Store

George now allows you to buy investment fund units. With George, you can submit an Application form for unit purchase in just a few clicks. In addition to the fund list and additional information about the funds, you also have access to a graphic representation of the existing units in the funds.

Contact

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Disclaimer

This document is an advertisement. Unless indicated otherwise, data source is Erste Asset Management Ltd. Our languages of communication are Croatian and English. The prospectus (and any amendments to the prospectus) has been published in accordance with the open-end investment funds with a public offering (Official Gazette 44/16, 129/19 i 110/21, 76/22).

Before making a final investment decision, see the prospectus and rules of the fund that are available to all interested parties free of charge, at the management company as well as in all offices of the Depositary. The exact date of the last publication of the prospectus, languages in which the key information for investors are available, as well as information about other places where these documents are available are published on the website www.erste-am.hr.

This document serves as additional information for our investors and is based on the knowledge of the person responsible for preparing it at the time of preparation. Our analyses and conclusions are general in nature and do not take into account the individual needs of our investors in terms of earnings, taxation, and risk appetite.

Past performance is not a reliable indicator of the future performance of a fund. Please note that historical return is not a reliable indicator of the future development of the fund. Please pay attention to the fact that investment in securities other than described seems to bring about the risks. Share price and yield may rise as well as fall.