The Compass Investment Plan (CIP) in units of mutual fund Compass Funds Select-21 offers you a way to easily and conveniently secure a solid return on your savings.
Compass Funds Select-21 is a balanced fund that invests in the largest and most liquid exchange traded funds (ETFs) that track the movements of the leading U.S. and European stock and bond market indices (60:40).
Compass Funds Select-21 Investment Plan
The fund
Monthly newsletter
Monthly Report for April 2025
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Why choose Compass Funds Select-21 Investment Plan?
Average annual target yield of 8% The investment plan will strive to offer you an average annual yield of 8%. It is projected on the basis of the historical performance of the Fund until the moment.
Tax free incomeThe profit from investments in shares of mutual funds is not taxed.
Liquidity of fundsYou can always withdraw part or all of your investment at no extra cost.
You define 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 need to do is visit our office or contact us at marketing@compass-invest.eu to remotely start your investment plan.
Professional team Your investments are in the hands of an experienced and 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