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Compass Global Trends Savings Plan

The savings plan of Compass Invest JSC in shares of Mutual Fund Compass Global Trends offers you an easy and convenient way to ensure good return on your savings.

Mutual Fund Compass Global Trends is a high-yield fund that invests in global growth companies from the US, Europe, China and India.

For more information about the fund, click here.

Why choose Savings plan Compass Global Trends?

Средна доходност 10%
Average annual target yield of 10% The savings plan will strive to offer you an average annual yield of 10%. It is projected on the basis of the historical performance of the Fund until the moment.
Необлагаем доход
Tax free income The profit from investments in shares of mutual 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 define 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 an experienced and professional team with years of experience and over BGN 100 million under management.
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:

Sample savings plan

Yield by Years
With monthly installments of BGN 100.00 and an average annual yield of 10% over 10 years you will accumulate a total of BGN 20 484.50.
1 1,200.00 BGN 56.56 BGN 1,256.56 BGN
2 2,400.00 BGN 188.13 BGN 2,644.69 BGN
3 3,600.00 BGN 333.49 BGN 4,178.18 BGN
4 4,800.00 BGN 494.07 BGN 5,872.25 BGN
5 6,000.00 BGN 671.46 BGN 7,743.71 BGN
6 7,200.00 BGN 867.42 BGN 9,811.13 BGN
7 8,400.00 BGN 1,083.91 BGN 12,095.04 BGN
8 9,600.00 BGN 1,323.07 BGN 14,618.11 BGN
9 10,800.00 BGN 1,587.26 BGN 17,405.37 BGN
10 12,000.00 BGN 1,879.13 BGN 20,484.50 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 Savings plan offer?

The savings plan offered by Compass Invest Management Company in shares of MF Compass Global Trends gives you a great opportunity to achieve a good return on your free funds in the long run by choosing the amount you save. By investing predetermined amounts into a Savings 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 stable global companies.

How does it work?

You create your own savings 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 Savings Plan by making regular contributions to it. The rest will be taken care of by us.