Mon – Fri: 8.30 AM – 4.00 PM
E-mail: nasvet@generali-investments.si
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| Minimum monthly contribution: | 30 EUR |
|---|---|
| Payment method: | Payments are carried out automatically through SEPA direct debit so you have nothing to worry about. |
| Entry charge: | none |
| Exit charge: | 2.5%; no exit charge after 5 years |
Access to
your money
Lower
risk
Temporary
freezing
* Performance is not guaranteed, and may be higher or lower than estimated.
| Cumulative contribution amount – EUR 50/month | EUR |
|---|---|
| Average expected annual return* | % |
| Value of your savings in the Comfortable autumn package | EUR |
*The average annual return of 6% is used in the Savings Calculator. The return is not guaranteed, and may be higher or lower than anticipated.
Calculate the amount you need to put into savings each month to reach your goal.
The performance of each fund in the fund package and the anticipated cumulative yield of the entire package are presented.
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This fund package consists of three funds, and its stability comes from the globally focussed funds Generali Dividend investing in dividend champions, and Generali First Selection. The bolder part of the package is represented by Generali New Markets, a fund investing in equities in emerging markets.
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.
Enter your contact details and select a FREE appointment at our office, or provide your personal details and we will contact you to arrange an appointment.
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