Investment Plan

Why save with an investment plan?

Save systematically and responsibly

You invest regularly with contributions starting from just EUR 20

It’s easy – you choose your investment plan online

Why choose an investment plan from EuroFinance?

Variety of funds

Depending on your goals and preferences, time frame and risk tolerance, EuroFinance will provide you with the option to choose an investment plan in one (or more) of the following funds managed by Amundi:

CPR Invest Megatrends – A (ACC) (EUR)

Amundi Funds Global Multi-Asset – A (C) (EUR) / (USD)

Amundi Funds Polen Capital Global Growth – A2 (C) (EUR)

Amundi Funds Global Ecology ESG – A (C) (EUR) / (USD)

CPR Invest – Global Disruptive Opportunities – A (Acc) (EUR) / (USD)

Amundi Funds Pioneer US Equity Fundamental Growth – A (C) (EUR) / (USD)

Amundi Funds Asia Equity Concentrated – A (C) (EUR) / (USD)

Choice of currency

All funds listed above, with the exception of Amundi Funds Polen Capital Global Growth and CPR Invest Megatrends, are available in both EUR and USD.

Flexible deadlines

You can also choose the term of your investment plan – 5, 7, 10, 15, 20 or 25 years.

Competitive terms

Gross investment amount	Entry fee*
of less than BGN 20,000**	1.25%
above BGN 20,000	1.00%

*The above fees are valid in case of requesting an Investment Plan from EuroFinance. If you request an Investment Plan from a tied agent of EuroFinance, the entry fees may vary but may not exceed the maximum amounts set out in the respective Fund Prospectuses.

**If the gross amount to be invested is less than BGN 20,000 you may choose to pay the entry fee one-off upon signing the contract or on a deferred basis, in which case 50% of the fee is paid upon signing the contract and the remaining 50% is divided into 12 equal installments and deducted from the first 12 monthly installments under the Investment Plan.