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Compass Euro Bonds Investment Plan

The investment plan of Compass Invest JSC in units of Mutual Fund Compass Euro Bonds offers you a way to ensure the optimal balance between yield and capital protection.

Mutual Fund Compass Euro Bonds has a low-risk profile, investing mainly in government and corporate bonds on the Bulgarian and international debt markets.

For more information about the fund, click here.

Why choose Compass Euro Bonds Investment plan?

Средна доходност 10%
Average annual expected yield of 4.65% (calculated as of 31.05.2024). The forecast is based on the interest rates of the bonds in which the fund invests. Assuming the investment is held until September 2028, the individual investor can roughly determine their income.
Необлагаем доход
Tax Free Income The profit from investments in shares of the contractual funds is not taxed.
Разположение на средствата
Deployment of funds (Liquidity) You can always withdraw part or all of your investment at no extra cost.
Сами определяте вноските
You determine the contributions yourself We leave it up to you to determine the amount of the monthly installment. Тhe minimum is BGN 40.
Бързо, лесно и удобно
Fast, easy and convenient All you have to do is visit our office.
Професионален екип
Professional team Your investments are in the hands of a professional team with years of experience and over BGN 500 million under management.
Risks
Despite benefits, the investment in shares of mutual funds brings certain risks like:
  • Market risk with the following components:
Interest risk related to a decrease of the value of the investment due to a change of the interest rates levels;
Currency risk related to a decrease of the value of the investment, denominated in a currency which is different from BGN and EUR;
Price risk related to a decrease of the value of the investment in the case of unfavorable changes of the market’s prices;
  • Operational risk :
From errors or flaws in the system of the organization;
  • Liquidity risk :
In case of forced sales of assets under unfavorable market conditions;
  • Credit risk :
Related to a decrease of the value of the position in the case of unexpected events with a credit nature which are related to the issuers of financial instruments, the counter side of exchange and OTC transactions, as well as countries, in which they operate;
  • Concentration risk:
In case of incorrect diversification of exposures to groups of related clients, from the same economic branch, geographic area, etc.
  • Position risk:
Which is related to the change of price of a certain instrument in result of factors related to the issuer or in case of a derivative instrument – related to the issuer of the base instrument;

Additional information for the risks can be found in the Prospectus of the respective fund, which is available here: www.compass-invest.eu

Sample Investment Plan

Yield by Years
With monthly installments of BGN 100.00 and an average annual yield of 4.65% over 10 years you will accumulate a total of BGN 15,163.05 BGN
YEAR INVESTED EXPECTED RETURN INVESTMENT VALUE
1 1,200.00 BGN 25.37 BGN 1,225.37 BGN
2 2,400.00 BGN 107.71 BGN 2,507.71 BGN
3 3,600.00 BGN 249.68 BGN 3,849.68 BGN
4 4,800.00 BGN 454.06 BGN 5,254.06 BGN
5 6,000.00 BGN 723.74 BGN 6,723.74 BGN
6 7,200.00 BGN 1,061.76 BGN 8,261.76 BGN
7 8,400.00 BGN 1,471.29 BGN 9,871.29 BGN
8 9,600.00 BGN 1,955.67 BGN 11,555.67 BGN
9 10,800.00 BGN 2,518.38 BGN 13,318.38 BGN
10 12,000.00 BGN 3,163.05 BGN 15,163.05 BGN
Бъдеще за децата
Future for the children
Сигурни инвестиции
Safe investments
Растящи спестявания
Growing savings
Спокойни старини
Smooth retirement

What do we invest in?

Where do we invest?

What does the Investment Plan offer?

The investment plan offered by Compass Invest Management Company in shares of MF Compass Euro Bonds gives you a great opportunity to achieve a good return on your free funds in the long run by choosing the amount you pay. By investing predetermined amounts into a Investment Plan, you can easily and conveniently save and increase your money. With the amount of money you invest, our professional team buys stocks, bonds and other financial instruments from strong performing European companies.
 

How does it work?

You create your own investment plan - easy and convenient. You determine the amount and the period of your plan according to your preferences in order to be able to maintain the strategy for a minimum of one year. Then you just follow your Investment Plan by making regular contributions to it. The rest will be taken care of by us.