Compass Global Trends Investment Plan
The investment 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.
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 Investment Plan Compass Global Trends?
Average annual target yield of 10% The investment 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.
Tax free income The profit from investments in shares of mutual funds is not taxed.
Deployment of funds (Liquidity) You 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 have to do is visit our office.
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:
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 10% over 10 years you will accumulate a total of BGN 20 484.50.
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.
| YEAR | INVESTED | EXPECTED RETURN | INVESTMENT VALUE |
|---|---|---|---|
| 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 |
What do we invest in?
Where do we invest?
What does the Investment Plan offer?
The investing 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 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 stable global 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.