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.
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?
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.
Tax Free Income The profit from investments in shares of the contractual funds is not taxed.
Deployment of funds (Liquidity) You can always withdraw part or all of your investment at no extra cost.
You determine the contributions yourself We leave it up to you to determine the amount of the monthly installment. Тhe minimum is BGN 40.
Fast, easy and convenient All you have to do is visit our office.
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:
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 :
- Liquidity risk :
- Credit risk :
- Concentration risk:
- Position risk:
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
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 | 32.65 BGN | 1 232.65 BGN |
| 2 | 2,400.00 BGN | 139.26 BGN | 2 539.26 BGN |
| 3 | 3,600.00 BGN | 324.27 BGN | 3 924.27 BGN |
| 4 | 4,800.00 BGN | 592.38 BGN | 5 392.38 BGN |
| 5 | 6,000.00 BGN | 948.58 BGN | 6 948.58 BGN |
| 6 | 7,200.00 BGN | 1 398.15 BGN | 8 598.15 BGN |
| 7 | 8,400.00 BGN | 1 946.69 BGN | 10 346.69 BGN |
| 8 | 9,600.00 BGN | 2 600.14 BGN | 12 200.14 BGN |
| 9 | 10,800.00 BGN | 3 364.80 BGN | 14 164.80 BGN |
| 10 | 12,000.00 BGN | 4 247.34 BGN | 16 247.34 BGN |
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.