One time investment in funds

One-time investments in mutual funds are aimed at more experienced investors but are with free investment advisory service also available to less experienced investors.
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For more information, book your appointment with our consultants who will be pleased to answer all your questions.
Eurizon F Absolute Prudent - R

Eurizon F Absolute Prudent - R

  • Total return management strategy with moderate volatility. The suitable choice in times of major market fluctuations. Diversification of the portfolio with the possibility of investing in all investment classes.
  • A hybrid fund with equity investments of up to 20% of the fund's net assets. The target return is equal to the movement of the Barclays Euro Treasury Bills Index + 0.60% over the 18-month horizon. The investment horizon is 1–3 years.

Eurizon Fund Absolute Prudent - R

Company headquarters

8, avenue de la Liberte

Custodian bank

State Street Bank Luxembourg S.A.

Umbrella fund

Eurizon Fund

Sub-Fund

Eurizon Fund Absolute Prudent - R

Sub-Fund Currency

Euro

Type of Sub-Fund

 

Date of establishment

30. 9. 2005

Management fee

0.90% (on an annual basis)

Entry fee

0.50% maximum, the amount of payment is reduced for the commission charged.

Contact Email

 

Management company website

 

Fund sub-risk level

3/7

 Check the information on profitability of funds.

Eurizon F Azioni Strategia Flessibile - RL

Eurizon F Azioni Strategia Flessibile - RL

  • Dynamic and flexible management. The suitable choice in times of major market fluctuations. The fund has been awarded Morningstar’s 5-star rating.
  • For investors looking for higher returns in the stock markets and willing to take higher risks while looking to reduce the volatility of the investment. The investment horizon is at least 7 years.

Eurizon F Azioni Strategia Flessibile - RL

Company headquarters

8, avenue de la Liberte

Custodian bank

State Street Bank Luxembourg S.A.

Umbrella fund

Eurizon Fund

Sub-Fund

Eurizon Fund Azioni Strategia Flessibile - RL

Sub-Fund Currency

Euro

Type of Sub-Fund

 

Date of establishment

3. 3. 2010

Management fee

1.40% (on an annual basis)

Entry fee

2.00% maximum, the amount of payment is reduced for the commission charged.

Contact Email

 

Management company website

 

Fund sub-risk level

6/7

Check the information on profitability of funds.

Eurizon F Azioni Strategia Flessibile - R

Eurizon F Azioni Strategia Flessibile - R

  • Dynamic and flexible management. The suitable choice in times of major market fluctuations. The fund has been awarded Morningstar’s 5-star rating.
  • For investors looking for higher returns in the stock markets and willing to take higher risks while looking to reduce the volatility of the investment. The investment horizon is at least 7 years.

Eurizon F Azioni Strategia Flessibile - R

Company headquarters

8, avenue de la Liberte

Custodian bank

State Street Bank Luxembourg S.A.

Umbrella fund

Eurizon Fund

Sub-Fund

Eurizon Fund Azioni Strategia Flessibile - R

Sub-Fund Currency

Euro

Type of Sub-Fund

regional equity fund

Date of establishment

3. 3. 2010

Management fee

1.80% (on an annual basis)

Entry fee

0.00% maximum, the amount of payment is reduced for the commission charged.

Contact Email

 

Management company website

 

Fund sub-risk level

6/7

Check the information on profitability of funds.

 

Eurizon F Bond Flexible - R

Eurizon F Bond Flexible - R

  • Active management. The suitable choice in times of major market fluctuations.
  • An active strategy for investing in the bond market and achieving a positive absolute return in the horizon of at least 4 years. Suitable for 4–6-year long investments.

Eurizon F Bond Flexible - R

Company headquarters

8, avenue de la Liberte

Custodian bank

State Street Bank Luxembourg S.A.

Umbrella fund

Eurizon Fund

Sub-Fund

Eurizon Fund Bond Flexible - R

Sub-Fund Currency

Euro

Type of Sub-Fund

 

Date of establishment

3. 10. 2014

Management fee

1.20% (on an annual basis)

Entry fee

1.00% maximum, the amount of payment is reduced for the commission charged.

Contact Email

 

Management company website

 

Fund sub-risk level

4/7

 Check the information on profitability of funds.

Eurizon F Flexible Multistrategy - R

Eurizon F Flexible Multistrategy - R

  • Active management. The suitable choice in times of major market fluctuations. A strategy for reducing portfolio volatility.
  • Active management through a combination of multiple strategies with different time horizons. For investors looking for investment growth opportunities by optimizing their investments in international financial markets. Suitable for long-term investments of 3–5 years.

Eurizon F Flexible Multistrategy - R

Company headquarters

8, avenue de la Liberte

Custodian bank

State Street Bank Luxembourg S.A.

Umbrella fund

Eurizon Fund

Sub-Fund

Eurizon Fund Flexible Multistrategy - R

Sub-Fund Currency

Euro

Type of Sub-Fund

 

Date of establishment

25. 1. 2016

Management fee

1.50% (on an annual basis)

Entry fee

1.50% maximum, the amount of payment is reduced for the commission charged.

Contact Email

 

Management company website

 

Fund sub-risk level

4/7

 Check the information on profitability of funds.

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  •     Calling from abroad: 00386 5 66 61 838

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  •     Calling from abroad: 00386 5 66 61 256

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