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Mon – Fri: 8.30 AM – 4.00 PM
E-mail: nasvet@generali-investments.si
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Calculate how much you can save in a selected saving period
Calculate what amount you need to invest in order to meet your financial goal
Provisional calculation result
| Targeted amount | EUR |
| Expected annual return for selected profile | % |
| Investment needed | EUR |
Adjustment of results
EUR.
years months
1
100
Tooltip
0,1%
10%
The above results are for information purposes only and do not represent a guaranteed return in a selected period.
The above results are for information purposes only and do not represent a guaranteed return in a selected period. Returns are not guaranteed and depend on the variation of prices in the capital markets invested in by the funds of the Generali Umbrella Fund as well as the saving method and period. Information on this website does not constitute an investment recommendation or investment advice. It is provided solely for information purposes and as an educational tool. Please also consult the detailed Note to investors.
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Provisional calculation result
| Amount invested | EUR |
| Expected annual return for selected profile | % |
| Expected savings amount | EUR |
Adjustment of results
EUR
EUR
years months
1
100
Tooltip
0,1%
10%
The above results are for information purposes only and do not represent a guaranteed return in a selected period.
The above results are for information purposes only and do not represent a guaranteed return in a selected period. Returns are not guaranteed and depend on the variation of prices in the capital markets invested in by the funds of the Generali Umbrella Fund as well as the saving method and period. Information on this website does not constitute an investment recommendation or investment advice. It is provided solely for information purposes and as an educational tool. Please also consult the detailed Note to investors.
Show less
To achieve your financial goal you can save:
No risk
The investor does not want to assume any danger for his investment. Appropriate investment is therefore provided for funds and investments in mutual funds.
Conservative
Recommended exposure to equity subfunds for the conservative profile is between 0% and 40%, and recommended exposure to money market and bond subfunds is between 60% and 100%.
Balanced
Recommended exposure to equity subfunds for the balanced profile is between 30% and 70%, and recommended exposure to money market and bond subfunds is between 30% and 70%.
Dynamic
Recommended exposure to equity subfunds for the conservative profile is between 60% and 100%, and recommended exposure to money market and bond subfunds is between 0% and 40%.
Proposed portfolio for profile: WITHOUT RISK
100% Money resources
Proposed portfolio for profile: Conservative
20% Equity subfunds
80% Money market and bond subfunds
Proposed portfolio for profile: Balanced
50% Equity subfunds
50% Money market and bond subfunds
Proposed portfolio for profile: Dynamic
80% Equity subfunds
20% Money market and bond subfunds
Provisional calculation for monthly saving
Make savings by allocating monthly contributions to one of the three savings plans
Comfortable Autumn
EUR
years
%
Monthly amount:
EUR
EUR
years
%
The expected amount saved
EUR
Nest Egg for Life
EUR
years
%
Monthly amount:
EUR
EUR
years
%
The expected amount saved
EUR
My Dreams
EUR
years
%
Monthly amount:
EUR
EUR
years
%
The expected amount saved
EUR
The management of investment fund portfolios represents a specialised financial service offering investors professional management of assets within the KD Umbrella Fund, in line with a selected investment policy. Portfolio management is suitable for long-term investors with a substantial amount of assets at their disposal.
The minimum initial portfolio value is
EUR 50,000.
Consult our expert
Tell us about your wishes, the acceptable risk level, the amount you would like to invest, and the time period of investment. Based on that and together with you, we can compose a portfolio of funds or prepare a savings plan.
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About the company
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Contact us
Geza Norčič
institutionals@generali-investments.si
Company
- Head office
Dunajska cesta 63,
1000 Ljubljana