Investment funds

Process your savings today to enjoy them in the future.


Suitable for everyone

The diverse offer of funds, which differ in the level of risk and the expected return, is the reason why the funds are not only intended for risk-averse investors, but also for those who value security more than return.

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No entry or exit costs

Compared to other fund savings providers, there are no entry or exit costs for saving in funds at SKB bank.


Professional management
of your assets

The fund's assets are managed by a large number of experts who constantly monitor events in the capital and financial markets, in individual economies and companies.

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Investment

Is investing in mutual funds risky? What is investment risk?

The term »investment risk« represents the risk of the investor that during the time of saving they create a different return on the selected investment than expected, where the return may also be negative (i.e. that the investor creates a loss of capital).

Investment

Can my investment in mutual funds fail?

The assets of an individual fund consist of different financial instruments (shares, bonds, money, etc.) of different issuers (companies, countries, etc.). Adequate diversification of investments provides investors with high investment security, as the impact of one unprofitable investment on the fund's assets is generally rather small.

Investment

What are the costs of saving in mutual funds?

When saving in mutual funds, entry and exit costs, transfer costs and fixed costs (also referred to as loads) are important.

 

 

Investment

Saving period and expected returns

Saving in funds is long-term and it is exposed to a certain level of risk and exchange rate fluctuations in global capital markets. Each investor must be familiar with their attitude to risk and, based on this information and in relation to the expected duration and objective of the investment, they must appropriately diversify the assets of the investment in the funds.

Investment

What is the return – how much I get from saving in funds?

Shares are the most profitable investment in the long run.

Investment

What about payment of taxes? What is the capital gains tax?

Pursuant to Article 93 of the Personal Income Tax Act, a share of an umbrella fund is considered capital, so that upon redemption the investor is taxed by the rules on capital gains under ZDoh-2.

Investment

Why choose saving under the Moorea Fund savings plan?

The Moorea Fund savings plan is concluded for a period of 5 years with automatic renewal for the same period.

Investments under the Moorea Fund savings plan are available at no entry or exit loads.

Investment

Where can I get help and additional information?

Information on the possibilities of saving in funds can be obtained at the SKB Bank outlet or by calling the Call Centre at 01 471 55 55, where you will arrange an appointment in the selected outlet.

Investment

What is the impact of saving in funds on social transfers?

We often hear excuses from young parents that they don’t save because their savings would push them into a higher income class and they would receive a lower child allowance per month as a result. The reason for the decision against saving is generally unfounded because such savings are taken into account only in the form of fictitious interest.

 

 

Make an appointment with an individual relationship officer

Your individual relationship officer will wait for you in the outlet on the agreed upon date and time. 
With his help, you will be able to arrange everything quickly and easily.

Make an appointment or Send an inquiry

Awards, Personal finances, Investment

Amundi funds received best common fund 2021 award

03. 06. 2021

Amundi Funds that SKB offers to its clients received awards for the quality of management by the magazine Moje finance. The Amundi Funds this year placed on top in three categories among funds available in Slovenian market.

Corporate finances, Personal finances, Savings and investments, Investment

We add value to your future

16. 05. 2019

Invest in your future and decide on saving in mixed sub-funds Moorea Fund!

Moorea Fund sub-funds are new to the Slovenian market and beside one-time pay-ins to chosen sub-fund enable also regular monthly pay-ins within a Savings plan. 

It's good to know
whom you trust your finances

SKB bank

  • Excells in safety, stability and reliability in Slovene banking space.
  • Part of OTP Group, one of the biggest and most stable financial services providers in Central and Eastern Europe.
  • Trusted by more than 200.000 clients.

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