An investment proposal is built around the amount, the way you pay in and your personal preferences. Key benefits: From €50: both lump-sum and regular investments are possible. Flexible schedule: choose how often you pay in, e.g. monthly or quarterly. No fixed term: no commitment to a predetermined term (Laufzeit). Top-ups: you can add money at any time. Wide choice of funds: investment funds from a range of asset managers.
Checklist
What can be tailored in the proposal: a lump-sum investment or a regular savings plan; a convenient amount for regular contributions; a suitable payment frequency; the option of adding money later; funds with different investment focuses; if you wish, funds that follow environmental and social criteria.
Step 2 · Selecting funds
Recommendations
A wide range of investment funds. The investment platform offers funds from various asset managers, including DWS, Allianz, Amundi, Generali Investments and others. Sustainable and ethical investing. If environmental and social criteria matter to you, suitable funds from the available range can be considered: Article 6: funds without specific ESG characteristics; Article 8: funds that promote environmental and/or social characteristics; Article 9: funds with a specific sustainable investment objective.
Documents
The exact classification and sustainability features depend on the fund chosen and are checked against the relevant fund documentation.
Invest from €50 as a lump sum or regularly, with no fixed term and funds from different providers – put together as a specific proposal for your goal.