A savings plan in the form of a fund package is the right choice if you wish to:

Increase the value of your money in the long term by investing in 3 or 4 funds at the same time. Every month, you can put aside the amount of your choice (starting at EUR 30).

The benefits of going for fund packages

You choose your own amount

The lowest and the highest monthly contributions are EUR 30 and EUR 400, respectively.

The cheapest way of saving by investing in funds

No entry and exit* fees charged.

*You will be charged exit fees of 2.5% on your savings only if you decide to withdraw money from the fund package in less than 5 years from your first contribution.

Lower risk

Through monthly payments, you reduce the risk of entering a capital market at an inappropriate moment.

Temporary freezing

You may decide at any time to temporarily freeze monthly payments, or increase/decrease the amount of contributions.

Several funds at the same time

To diversify your portfolio and increase its long-term stability, your money will be distributed among 3 or 4 funds at every contribution.

Easy payment methods

Payments are carried out automatically through SEPA direct debit so you have nothing to worry about.

Access to your money

You can withdraw your savings (completely or partially) at any time.

Start putting money into monthly savings today!

Calculate the amount you need to put into savings each month to reach your goal.

Choose between 3 fund packages

Nest Egg
for Life

Minimum monthly contribution:30 EUR
Entry charge:none
Exit charge:2,5 %;
no exit charge after 5 years
  • Recommended min savings period:
  • 10 years
  • Average expected annual return:
  • 5 %

Comfortable Autumn

Minimum monthly contribution:30 EUR
Entry charge:none
Exit charge:2,5 %;
no exit charge after 5 years
  • Recommended min savings period:
  • 7 years
  • Average expected annual return:
  • 6 %

My Dreams

Minimum monthly contribution:30 EUR
Entry charge:none
Exit charge:2,5 %;
no exit charge after 5 years
  • Recommended min savings period:
  • 12 years
  • Average expected annual return:
  • 7 %

Consult our expert

Tell us about your wishes, the acceptable risk level, the amount you would like to invest, and the time period of investment. Based on that and together with you, we can compose a portfolio of funds or prepare a savings plan.

KD Skladi, d.o.o. © 2017