Investing step by step

Investment plan. Flexibile solution

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 EUR 50, with a fund of your choice!

With investment plan you regularly, for example once a month, invest in a fund of your choice. You automatically invest a fixed amount of money, thus buying fund shares at the respective issue price.

More favourable price due to the cost average principle

By investing a fixed amount every time, your average purchase price will be lower than for one-off purchases. The “cost average principle” is particularly beneficial for strongly fluctuating prices, as you can buy more shares when prices are low than when they are high.

More return thanks to the compound interest effect 

Your income is automatically reinvested in the fund, which means it starts working for you immediately.

Automatic value adjustment

At your discretion your payments can be raised annually by a fixed percentage or amount (in EUR). This way you offset inflation. 

You choose the investment period 

At the end of your investment you can choose whether you want to withdraw or re-invest you capital or whether you want to have it paid out as supplementary private pension.

Please note: the sale of shares at lower prices may cause losses.

Our tip for you:

If you have already built capital, you can also have your invested capital paid out regularly, e.g. monthly, through the investment plan.

 

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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 44/2016).

The fund prospectus and key information for investors 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.