Accumulation calculator

Type of fund Choose the type of fund. Low-risk portfolio – investing predominantly in bonds instruments, without equities; Balanced portfolio – investing in approximately equal weights in the main financial instruments (deposits, bonds, equities); Equity portfolio – investing predominantly in equities; Targeted – periodically rebalance the weight of asset classes to optimize risk and return for a predetermined time horizon (end of year 2030, 2035 or 2040) by decreasing the weight of instruments, linked to equities and increasing the weight of instruments, linked to bonds and deposits (up to 100%).

Type of instalments Choose the type of instalments – lump sum, periodically instalments or both. Choose the regular intervals for periodically instalments – monthly; once every two months; once every three months (for the usual type of funds) or monthly (for the targeted type of funds)

Lump sum only Periodical instalments only Both

Lump sum Minimum amount of fund’s unit transaction is BGN 100

EUR

(100 - 1 000 000 EUR)

Periodical instalments Minimum amount of fund’s unit transaction is BGN 100

EUR

Monthly Once every two months Once every three months

Accumulation period For the usual type of funds – define the number of years for accumulation and investments; For targeted type of funds – the calculation predefine automatically the rest of the time till the “targeted date” of the chosen fund (end of year 2030, 2035 or 2040)

years

(1 - 40 years)