with different levels of risk: conservative, balanced, and dynamic portfolio.
for SKB clients.
with a savings plan or one-time payment.
A thorough and comprehensive diversification of your investments managed by competent professionals.
With a savings plan (a minimum of 30 EUR per month) or with one-time payments.
Moorea Fund sub-funds portfolios are actively managed and provide exposure to debt and equity financial instruments, alternative investments and cash through investments in the form of mutual funds or ETFs.
You can opt to withdraw a portion of your assets or all of your assets in Moorea Fund sub-funds at any time.
Sign up at one of SKB's outlets. All you’ll need is:
The fund seeks to provide investors a medium-term growth with a diversified global portfolio of investments in the form of mutual funds or ETFs.
Investirajte v sklade Moorea in izkoristite 50 % znižanje vstopnih stroškov
za enkratna vplačila za imetnike MOJ M in MOJ L paketa!
Akcija traja do 31. 12. 2023.
Preverite, kateri skladi ustrezajo vašemu profilu vlagatelja
Izpolnite vprašalnik "Moj profil vlagatelja"
in se naročite k osebnemu bančniku.
|
|
Global Conservative Allocation Portfolio |
Global Balanced Allocation Portfolio |
Global Growth Allocation Portfolio |
|
Tveganje |
1 2 3 4 5 6 7 |
1 2 3 4 5 6 7 |
1 2 3 4 5 6 7 |
|
Priporočeno obdobje trajanja naložbe |
od 3 do 5 let |
od 3 do 5 let |
od 5 do 7 let |
|
Najnižji znesek nakupnega naročila v valuti sklada |
30 EUR |
30 EUR |
30 EUR |
|
Sestava portfelja |
 |
 |
 |
Bi želeli vlagati v sklade pa ne veste, kateri ustrezajo vašemu profilu vlagatelja?
Regular monthly investments ensure that the investor, on average, does not only buy when the average exchange rates are high, but also during periods of falling rates and capital crises, that is, when the average exchange rates are low. In this way, the investor builds an average price, using the average purchase cost method, which in the long run enables them to achieve the average long-term return of the chosen investment.
The investor shall not be charged entry or exit fees in connection with the savings plan.
A savings period under an individual savings plan is 60 months and it is automatically extended for the same period if the investor does not withdraw from the savings plan by signing and submitting to the Bank a request for withdrawal from the savings plan (on the Bank's form), which also contains a withdrawal of the consent for internal direct debit, or if for any reason the investor does not close their personal account with SKB.
An investor can join a savings plan by signing an application form for a savings plan and a consent for internal direct debit of the personal account. By investing in a savings plan, the investor makes monthly payments (placing orders for the purchase of shares of the selected Moorea Fund Sub-Fund) via internal direct debit of individual orders in the minimum amount of 30 EUR.
A savings plan is a form of periodic monthly savings that an investor can join on the basis of an application form for a selected Moorea Fund Sub-Fund, which includes the investor's written consent to the Bank to debit the investor's personal account directly.
An investment fund is a collective investment undertaking with the sole object of raising capital from investors and investing them, in compliance with an agreed investment policy, in different kinds of investments for the sole benefit of the unit-holders of such an investment fund.
An umbrella fund is a mutual fund made up of two or more sub-funds that are defined as separate assets, with each sub-fund defined by a specific investment objective and investment policy.
A sub-fund of an umbrella fund is a separate asset owned by the holders of the sub-fund investment coupons (investors), divided into units whose value, at the investor's request, is payable from that asset. The assets of each sub-fund are divided into units. The management company issues coupons relating to one or several units or part of a unit of a sub-fund’s assets.
The investor receives a Key Investor Information Document (KIID) before investing in a sub-fund. The investor can also receive a free copy of the sub-fund's prospectus, the umbrella fund’s prospectus with the management rules included, and the latest published annual and semi-annual report, upon request.
Each sub-fund that is part of an umbrella fund has an investment policy in its prospectus, which also includes management rules. The policy defines the types of financial instruments into which the fund's assets may be invested and sets the limits to individual investments specific to each sub-fund.
No, past returns do not guarantee future returns, which is why fund investors should not rely too much on past performance data when assessing the funds’ future performance.
A sub-fund's assets consist of different financial instruments from different issuers, and the diversification of these investments provides investors with a high level of investment security, since the impact of one non-performing investment on the sub-fund's assets is limited. The operations of fund management companies are monitored by the Securities Market Agency, the mutual fund custodian bank and independent auditors, ensuring a high level of security.
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.
Preverite tečaj podskladov Moorea Fund.
You can expect the most from saving for distant goals if you save regularly and start saving as soon as possible. Before you start saving, it is crucial that you set goals, expectations, and time horizons for saving.
A savings plan is a form of regular periodic (e.g. monthly) savings. It is especially suitable for investors who do not yet have a large amount of financial savings, and those who wish to gradually save in selected funds.
SKB bank keeps pace with the trends. It provides its users with online and mobile banking which makes our business easier and also simplifies dealing with our personal account, while paying invoices is quick and easy. Employees in bank branches are nice, helpful and willing to solve every issue.
I have been a satisfied client since 2003. What I like most are personal approach and responsiveness – my individual relationship officer instantly finds a favourable solution for each of my financial challenges. I would also like to point out the mobile bank; these days I could not imagine my everyday life without it.
Pay with Flik - anytime, anywhere:
