Monday – Friday: 8.00 AM – 4.00 PM
E-mail: info@generali-investments.mk
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Increase the value of your money in the long term by investing in our funds. Every month, you can put aside the amount of your choice.
You choose your own amount
The lowest monthly contributions is 500 MKD
Lower risk
Through monthly payments, you reduce the risk of entering a capital market at an inappropriate moment.
Temporary freezing
You may decide at any time to temporarily freeze monthly payments, or increase/decrease the amount of contributions
Portfolio diversification
To diversify your portfolio and increase its long-term stability, your money will be distributed in a variety of financial instruments
Easy payment
methods
Payments are carried out automatically through direct debit, so you have nothing to worry about
Fleksibilnost
Vlagatelj sam izbere poljubno število in delež podskladov v varčevalnem načrtu in ju kadarkoli prilagaja svojim ciljem ter razmeram na trgu.
Access to your
money
You can withdraw your savings (completely or partially) at any time
Tell us about your wishes, the acceptable risk level, the amount you would like to invest, and the time period of investment. Based on that and together with you, we can compose a portfolio of funds or prepare a savings plan.
| Minimum monthly contribution: | 500 MKD |
|---|---|
| Payment method: | Payments are carried out automatically through direct debit |
| Entry charge: | Levied according to the scale of entry charges |
| Exit charge: | None |
Access to
your money
Lower
risk
Flexibility
Temporary
freezing
When building your saving plan, you can freely choose between 3 equity funds.
The investor selects the type of the plan and the fund were he wants to invest it funds. You can choose between two type of plans. With Saving plan 1 you define the amount you wish to save while the period is flexible. Saving plan 2 let you define the time period for investing while the monthly amount is flexible.
Check out your investors profile so you can easily choose the saving plan.
When identifying your investor profile, you should take into account your subjective risk appetite and your objective risk-bearing capacity.
Complete the questionnaire and find out about your investor profile
Conservative
Balanced
Dynamic
Conservative profile
If your profile is conservative, we recommend investing in Generali Top Brands.
Balanced profile
If your profile is balanced, we recommend investing in one of the following funds: Generali Top Brands or Generali BRIC.
Dynamic profile
If your profile is dynamic, we recommend investing in one of the following funds: Generali BRIC or Generali NOVA EU.
When you choose your own saving plan, we recommend that you to take into account the type of investor you are and what risk you are willing to take.
View investment profiles with different combinations of funds and their risk levels*
How much of a decline in asset value over a one-year period would you be willing to accept?
10 %
100 %
Generali Top Brands
How much of a decline in asset value over a one-year period would you be willing to accept?
Up to 30 %
100 %
Generali Top Brands
100 %
Generali BRIC
How much of a decline in asset value over a one-year period would you be willing to accept?
Above 30 %
100 %
Generali BRIC
100 %
Generali Nova EU
* The Risk and Reward Profile reflects the ratio between the risk and the potential return on an investment in the fund and is based on fluctuations of the unit value over the past 5 years. The historical data used when calculating the indicator are not necessarily a reliable indicator of the fund’s risk profile in the future. There is no guarantee that the category of risk and return will remain stable, and the categorization of the fund may change over time. The lowest category on a scale does not mean a risk-free investment.
The maximum redemption fees amount to 5% and will only be charged for the redemption from a saving plan type 2, under the condition that less than 5 years have passed since the first payment into the package i.e 2,5% will only be charged for the redemption from a saving plan type 2 under the condition from 5 to 10 years have passed, before the plan is considered as fulfilled. Hard copies of the prospectus including the fund rules, all the Information related to the funds and its products, and the latest published annual and semi-annual reports in the Macedonian language are available to investors free of charge at the company’s headquarters and and online at www.generali-investments.mk Past performance of investing in a fund is not an indication of its future performance. Variations in fund unit values largely depend on the situation in capital markets. As unit values may grow or fall, future returns can either be higher or lower than past returns. There is a likelihood that investors may not be repaid all assets invested in a fund during the saving period. Fund prices are published on the company site and on the site of the Macedonian Stock Exchange. For more information consult www.generali-investments.mk. Generali Investments AD Skopje manages 4 investments funds, Bld Partizanski odredi 14/1-2 Skopje.
** Performance is not guaranteed, and may be higher or lower than estimated.
During the investment period, you can change the amounts you pay in the funds at any time and adapt them to your goals, wishes or market situation.
Tell us about your wishes, the acceptable risk level, the amount you would like to invest, and the time period of investment. Based on that and together with you, we can compose a portfolio of funds or prepare a savings plan.
Enter your contact details and select a FREE appointment at our office, or provide your personal details and we will contact you to arrange an appointment.
* Fields marked with an asterisk are required.
Enter your contact details and select a FREE appointment at our office, or provide your personal details and we will contact you to arrange an appointment.
* Fields marked with an asterisk are required.
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