Individual Investment Plan

Individual Investment Plan - personal investment scheme in mutual funds

The Individual Investment Plan is a personal investment scheme in mutual funds organized and managed by Raiffeisen Asset Management. The scheme is consistent with the preferences of each client and allows periodic purchases of shares for amount of funds, according to the financial ability of the depositors. The choice of the right mutual fund is very specific for each investment plan and for each customer and depends on the ability for taking more or less risk.

Via an investment in Individual Investment Plan, Raiffeisen Asset Management offers its clients:

  • Personal schedule for regular periodic investing in mutual funds
  • BGN 30 minimum amount of investment
  • An investment scheme which does not demand fixed holding period
  • Opportunity to choose the frequency and the date of the investments

The reason for this new investment scheme is to increase the efficiency of our clients investments. With the new scheme we will eliminate the risk of random selection of the right timing to invest.

 


Investing in mutual funds involves certain risks. The value of the shares and the income from them may go down. Profit is not guaranteed and there is a risk for investors may not recover the full amount of money. Investing in Mutual Funds is not guaranteed by the Guarantee Fund, established by the State or any other warranty. Future performance of the contract funds are not necessarily associated with results from previous periods.

The presented information should not be considered advice for investing in financial instruments, including units of mutual funds, offered by Raiffeisen Asset Management (Bulgaria). It is recommended for investors to first familiarize themselves with the prospectuses of the funds and the rules for Mutual funds before taking any investment decisions. The full prospectus and additional information for the funds can be received in any of the offices of Raiffeisenbank (Bulgaria) as well as on the website of RAM www.ram.bg.