Simplicity and transparency
3 Mixed Sub-Funds
with different levels of risk: conservative, balanced, and dynamic portfolio.
Special offer
No entry costs for saving in a savings plan
for SKB clients.
Investment opportunities
The minimum amount is 30 EUR
with a savings plan or one-time payment.
UMBRELLA FUNDS FEATURES
A thorough and comprehensive diversification of your investments managed by competent professionals.
Payment method
With a savings plan (a minimum of 30 EUR per month) or with one-time payments.
The Management company
- Société Générale Private Wealth Management manages around 2 billion EUR assets under the Moorea Fund (April 2019).
- The Moorea Fund umbrella fund is registered for marketing and advertising in 9 European countries (Switzerland, France, Belgium, Great Britain, Luxembourg, Germany, Monaco, Czech Republic and Slovenia).
Global diversification of investments
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.
Guaranteed daily liquidity
You can opt to withdraw a portion of your assets or all of your assets in Moorea Fund sub-funds at any time.
Entering the fund
Sign up at one of SKB's outlets. All you’ll need is:
- an identity document,
- your tax number,
- a personal account with SKB
Investment objective
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.
Izkoristite akcijsko
50 % znižanje vstopnih stroškov
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.
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Global Conservative Allocation Portfolio |
Global Balanced Allocation Portfolio |
Global Growth Allocation Portfolio |
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Tveganje |
1 2 3 4 5 6 7 |
1 2 3 4 5 6 7 |
1 2 3 4 5 6 7 |
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Priporočeno obdobje trajanja naložbe |
od 3 do 5 let |
od 3 do 5 let |
od 5 do 7 let |
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Najnižji znesek nakupnega naročila v valuti sklada |
30 EUR |
30 EUR |
30 EUR |
|
Sestava portfelja |
 |
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Preverite, kakšen je vaš profil vlagatelja!
Bi želeli vlagati v sklade pa ne veste, kateri ustrezajo vašemu profilu vlagatelja?
Pogosta vprašanja
Why is investing your money into a savings plan a good decision?
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.
Savings plan costs
The investor shall not be charged entry or exit fees in connection with the savings plan.
Duration of 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.
How can an investor join a savings plan?
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.
What is a savings plan?
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.
What is an investment fund?
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.
What is an umbrella fund and what is a sub-fund of an umbrella 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.
What fund documents are available to investors free of charge?
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.
Where do sub-funds invest investors' money?
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.
Can I predict future returns from past returns?
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.
Can I end up losing my assets if I invest them in a sub-fund?
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.
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.
Podskladi in tečajnica
Preverite tečaj podskladov Moorea Fund.
Savings
When does it make sense to start saving? Why are funds a good form of saving?
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.
Savings
What is a savings plan?
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.
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.
What do our clients say about us?
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.
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.
Flik immediate free transfers
Pay with Flik - anytime, anywhere:
- Simple- all you need is a mobile phone number
or an e-mail of the recipient. - Quick- money is in the account in a few seconds.
Even outside the bank's working hours. - Secure- the same level of security as for payments through
the mobile bank or internet bank.
