What is the impact of saving in funds on social transfers? 07. 01. 2021
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.
Where can I get help and additional information? 07. 01. 2021
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.
How do I start saving in AMUNDI or MOOREA funds? 07. 01. 2021
Would you like to start saving in funds but don't know how?
Why choose saving under the Moorea Fund savings plan? 07. 01. 2021
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.
What about payment of taxes? What is the capital gains tax? 06. 01. 2021
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.
What is the return – how much I get from saving in funds? 06. 01. 2021
Shares are the most profitable investment in the long run.
Saving period and expected returns 06. 01. 2021
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.
What are the costs of saving in mutual funds? 06. 01. 2021
When saving in mutual funds, entry and exit costs, transfer costs and fixed costs (also referred to as loads) are important.
Can my investment in mutual funds fail? 06. 01. 2021
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.
Is investing in mutual funds risky? What is investment risk? 06. 01. 2021
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).