Invest regularly over the medium/long term.
Smooth down the impact of market fluctuations.
Masterplan investment plan
Regular investment in GF, (LF) and (LF) FoF mutual funds with a standing order on your Eurobank account.
The Masterplan investment plan allows you to build your portfolio through regular investments in one or more of the GF, (LF) and (LF) FoF mutual funds we manage. You choose the ones that match your profile. You determine the amount you wish to invest and the frequency. You take advantage of the know-how and professional management of our award-winning team.
Mutual funds suitable for your investment profile
The Masterplan investment plan allows you to build your portfolio with regular investments. You choose one or more mutual funds that match your investment profile:
- GF mutual funds – authorised in Greece.
- (LF) and (LF) FoF mutual funds – authorised in Luxembourg.
You pay no entry or redemption fees.
Regular investment tailored to your needs
For each mutual fund you choose, you submit a request at a Eurobank branch and determine:
- The amount you wish to invest – minimum €60.
- The payment frequency – every 1, 2, 3 months etc. up to 1 year.
- Your investment horizon – start and end date.
If at any time you wish to switch to a different mutual fund, you can cancel your request and submit a new one.
Easy payments with a standing order
For each mutual fund you submit a request at a Eurobank branch. You set up a standing order on your Eurobank account with the investment amount, the frequency, as well as the start and end date.
If at any time you change your mind, you can amend your standing order at a Eurobank branch, to:
- Increase or decrease the investment amount.
- Change the payment frequency.
- Move the end date of your investment.
You may also cancel your standing order. These changes are made without you having to pay any extra.
Smoother fluctuations
The Masterplan investment plan allows you to invest in the mutual funds of your choice, with the frequency you have determined. You do not get carried away from emotional impulses due to market fluctuations.
Your investment is carried out at different times. This way the impact of market fluctuations is smoothed down compared to the same one-off investment at a random time.
UCITS have no guaranteed returns and past performance does not guarantee future returns.
Professional management with our know-how
The Masterplan investment plan allows you to take advantage of our know-how and professional management. View the international awards of our management team.
However, mutual fund performance is influenced by market volatility, so returns are not guaranteed.
Build your portfolio with Masterplan
To find out more about the Masterplan investment plan and build your portfolio with regular investment, contact a Eurobank branch.