Investment Programs

Investment programs are a simple method to appreciate the investment with no special requirements for your time and knowledge.

Advantages of investment programs

  • your single amount will be divided among several funds

  • investment program is designed depending on the level of risk

  • financial savings

  • further reduction of risk

  • broad investment opportunities

  • permanent awareness of your investments through on-line preview

Any amount invested through the program is divided into certain funds according to an exactly defined ratio. The selection of funds corresponds to the program characteristics. More detailed information is included in the description of individual programs.

Generali CEE Conservative Investment Program

This program is designed for clients who prefer the certainty of future returns, who do not like to take risks and who are too busy to monitor their investments. Recommended investment horizon is 2-3 years.

Degree of risk

Investment horizon

Appreciation

Investment Program Generali CEE Conservative Investment Program
Bank Account Number (IBAN) CZ6155000000005020014410
Structure of the Program  
Generali CEE Cash & Bond Fund 50%
Generali CEE Corporate Bonds Fund 50%

Generali CEE Balanced Investment Program

This program is intended for investors who expect higher returns and limited risk. Your investment will be spread evenly into  Cash & Bond funds, bond funds and equity funds. Recommended investment horizon is 2-5 years.

Degree of risk

Investment horizon

Appreciation

Investment Program Generali CEE Balanced Investment Program
Bank Account Number (IBAN) CZ3355000000005020014429
Structure of the Program  
Generali CEE Cash & Bond Fund 25%
Generali CEE Corporate Bonds Fund 25%
Generali CEE Global Brands Fund 20%
Generali CEE Oil Industry & Energy Production Fund 15%
Generali CEE New Economies Fund 10%
Generali CEE Commodity Fund 5%

Generali CEE Dynamic Investment Program

This program was created for investors whose priority is to maximize their returns. Long-term investments follow this objective - we recommend a minimum investment horizon of 5 years or more, which reduces the level of risk. Investment is placed primarily in equity funds."

Degree of risk

Investment horizon

Appreciation

Investment Program Generali CEE Dynamic Investment Program (DIP-EUR)
Bank Account Number (IBAN) CZ1155000000005020014437
Structure of the Program  
Generali CEE Global Brands Fund 25%
Generali CEE Oil Industry & Energy Production Fund 25%
Generali CEE New Economies Fund 35%
Generali CEE Commodity Fund 15%

Generali CEE Individual Investment Program

Compose your investment program according to your own ideas. Define what percent individual funds should occupy in your program.

Degree of risk

Investment horizon

Appreciation

Investment Program Generali CEE Individual Investment Program
Bank Account Number (IBAN) CZ1155000000005020014437