Ralitsa Grigorova
Financial Services Consultant
Investment Plans
50+ BGN
Small monthly installments
3+ years
Minimum period
3.5-10% annually
Predicted profits
Saving & investing made easy!
It’s not the size of your income that’s crucial in saving, it’s the ways in which you manage your money.
Direct debit
Automated monthly installments through a direct debit with your bank.
Tax Free
Profit from investments in mutual funds are not taxable.
24/7 access
Monitor and manage your investment at any time with ELANA Online.
Investment plans as a financial instrument are suitable for those who are not able to put aside and invest substantial amounts, but are still looking for a way to save money in order to achieve a particular goal in the future. Make your dream holiday come true, secure the future education of your children, or guarantee yourself some extra cash when you retire.
To work effortlessly for you, your investment plan should be tailored in accordance with your goals and your risk profile as an investor.
How does it work?
Small installments towards making big dreams come true.
- Easy and straightforward set up and automated installments through a direct debit with your bank.
- No tax is payable for any profit generate
- 24/7 access to information - you can manage your investment through ELANA Online.
- Not necessary to put aside a big amount of money to start – everybody can take advantage of the financial markets through an investment plan.
- Possibility to freeze your plan for a period of up to one year in difficult times.
Which plan is suitable for you?
Total for selected period: Invested amount: 0.00BGN Yield: 0.00BGN Аccumulated amount: 0.00BGN
The minimum monthly intsallents suggested in this calculator are only indicative and will give you an approximate estimation of the actual costs and returns. Each individual fund has its own minimum monthly installment, more information about this is available in the "Choose a Plan" table below.
The amounts calculated are projected. Your actual returns will vary based on the way in which the market operates and the time horizon of your investment.
Choose a Plan
| Fund | Risk Profile | Currency | Minimum monthly installment | Duration (number of months) | Total amount for the plan | Starting fee* |
|---|---|---|---|---|---|---|
| ELANA Eurofund | Conservative | EUR | 50 | 36 months60 months120 months | 180030006000 | 1%0.6%0.3% |
| ELANA Balanced USD Fund | Balanced | USD | 50 | 36 months60 months120 months | 180030006000 | 1.50%0.9%0.45% |
| ELANA Balanced EUR Fund | Balanced | BGN | 50 | 36 months60 months120 months | 180030006000 | 1.50%0.9%0.45% |
| ELANA Ned Davis Reserch Dynamic Strategy | Aggressive | USD | 100 | -60 months120 months | -600012000 | -0.9%0.45% |
| ELANA Global Equity Fund | Aggressive | EUR | 50 | -60 months120 months | -30006000 | -0.90%0.45% |
| ELANA High Yield Fund | Aggressive | BGN | 50 | -60 months120 months | -30006000 | -0.90%0.45% |
| ELANA Bulgaria | Aggressive | BGN | 50 | -60 months120 months | -30006000 | -0.90%0.45% |
* Payable once, together with the first installment and calculated as a percentage form the total amount at the end of the plan.
We would like to inform our current and potential investors that the value of investments and the income from them can go down. Profit is not guaranteed and there is a risk that investors may not get back the amount originally invested. Mutual fund investments as well as the fund assets are not guaranteed by any insurance fund or other type of guarantee. Before taking a final decision investors are advised to take a close look at the Fund’s Prospect and the Key Information Document (KID) for this particular Fund. Funds’ documents in Bulgarian language can be obtained on paper every working day at ELANA Fund Management offices and online at any time at https://www.elana.net. Future results are a subject of taxation depending on the personal situation of each individual investor and rules can change over time. A resume of the rights of each investor (in Bulgarian) is available here.