In this package, you make savings by investing in several funds at the same time. Our fund managers have carefully designed the diversification structure in order to give you the best possible option to reach your financial goals.
Minimum monthly contribution:
Payments are carried out automatically through SEPA direct debit so you have nothing to worry about.
2.5%; no exit charge after 5 years
Average expected annual return*:
Recommended savings period:
7 years or more
* Performance is not guaranteed, and may be higher or lower than estimated.
Value of your savings
Saved money in package Comfortable Autumn
Cumulative contribution amount – EUR 50/month
Average expected annual return*
Value of your savings in the Comfortable autumn package
*The average annual return of 6% is used in the Savings Calculator. The return is not guaranteed, and may be higher or lower than anticipated.
Start putting money into monthly savings today!
Calculate the amount you need to put into savings each month to reach your goal.
The performance of each fund in the fund package and the anticipated cumulative yield of the entire package are presented.
Value of the unitProfitability of the fund in %
Structure of the fund package
This fund package consists of three funds, and its stability comes from the globally focussed funds Generali Dividend investing in dividend champions, and Generali First Selection. The bolder part of the package is represented by Generali New Markets, a fund investing in equities in emerging markets.
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.