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.
Single payments or gradual savings
When saving in investment funds at SKB banka, you can choose to enrich your assets with single payments into Amundi or to gradually save within the Moorea Fund savings plans.
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.
Fundamentals of saving in funds
Investing in mutual funds is significantly easier and simpler than in other investment classes (stocks, bonds, deposits) and suitable for everyone.
What investing or investment is and why should one invest?
Investing or investment is a way of using one’s own money in order to increase their assets in the long run. Investments are something that you buy or where you invest your money to enrich your assets. If your goal is to increase your assets in the next 5 years, investing is the right answer for you.
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.
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
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
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
What is the return – how much I get from saving in funds?
Shares are the most profitable investment in the long run.
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 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
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
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).
Moorea Fund
Invest in your future with monthly payments.
Method of investment
Savings plan, one-time payments
Costs
No entry costs for saving in a savings plan.
- Mixed Sub-Funds
- Manager of the Societe Generale Private Wealth Management Fund
- EUR
AMUNDI FUNDS and AMUNDI INDEX SOLUTIONS
A thorough and comprehensive diversification of your investments
Method of investment
One-time payments
Costs
No entry charges until 30.11.2021
- Monetary, bond, equity and index sub-funds
- Amundi Luxembourg Fund Manager
- EUR, USD, JPY
How do I start saving in AMUNDI or MOOREA funds?
Would you like to start saving in funds but don't know how?
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.
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?
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.
