Make saving easier by activating automatic payments

You can agree with us on transferring a certain sum from your account to a fund on a regular basis. You can set a regular date for the transfer, which may be once a month or more infrequently.

Funds with higher expected returns – but also higher risks – are suitable for saving in the long term. The most suitable fund for you depends on your risk level and return target. We will help you find the best fund. 

Fund savings agreement

A fund savings agreement is a tool for regular saving. Secure your finances without a high income or any starting capital and save money for unexpected expenses.

  • you can save even small amounts
  • the compound effect helps you build your wealth
  • regular saving mitigates the effect of market volatility 
  • Suitable for you if you want to avoid large fluctuations in the value of your investments. Fixed income investments often generate a good return when share prices are falling, and vice versa.
  • Their return is based on how the fixed income market performs, and they can be divided into short-term, medium-term and long-term funds.
  • Each fund’s investment policy, meaning the selection criteria for its investments, is outlined in the key investor information document and the fund’s rules.

Fixed income funds

  • Suitable for you if you want to avoid large fluctuations in the value of your investments. Fixed income investments often generate a good return when share prices are falling, and vice versa.
  • Their return is based on how the fixed income market performs, and they can be divided into short-term, medium-term and long-term funds.
  • Each fund’s investment policy, meaning the selection criteria for its investments, is outlined in the key investor information document and the fund’s rules.
  • Suitable for you if you seek a higher return than what the fixed income market can offer and accept the fluctuating returns typical of the stock market.
  • Equity funds invest mainly in equities and are most suitable as a long-term investment in place of or alongside direct investments in equities.
  • You don’t need to monitor the different investments, as this is done on your behalf by investment professionals who are constantly monitoring the performance of the markets and funds.

Equity funds

  • Suitable for you if you seek a higher return than what the fixed income market can offer and accept the fluctuating returns typical of the stock market.
  • Equity funds invest mainly in equities and are most suitable as a long-term investment in place of or alongside direct investments in equities.
  • You don’t need to monitor the different investments, as this is done on your behalf by investment professionals who are constantly monitoring the performance of the markets and funds.
  • Suitable for you if you are looking for a well-diversified and convenient option for long-term investment.
  • Suitable for you if you want investment experts to monitor the markets and manage your investments on your behalf.
  • Balanced funds invest in both the fixed income and equity markets. Read the fund rules to learn more about each fund’s investment mix.

Balanced funds

  • Suitable for you if you are looking for a well-diversified and convenient option for long-term investment.
  • Suitable for you if you want investment experts to monitor the markets and manage your investments on your behalf.
  • Balanced funds invest in both the fixed income and equity markets. Read the fund rules to learn more about each fund’s investment mix.

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