Investment – Savings Program “ESG Life Goals”

Invest in the future – combine performance and sustainability.

 

At Piraeus Bank, we have created the investment-saving program of regular payments "ESG Life Goals", giving you the opportunity to achieve your financial goals while you contribute to the creation of a sustainable society.

With "ESG Life Goals", you can systematically accumulate capital to realize a future desire or goal. At the same time, you actively and continuously contribute to the promotion of sustainability, as the program invests in Piraeus Asset Management Mutual Funds with ESG characteristics1

How the program works

It is an investment-savings program of regular payments into Mutual Funds with ESG characteristicsaiming at accumulating capital to achieve a significant future goal of yours. 

The program’s operation is simple. You select the Mutual Fund with ESG characteristicsand you set a standing order for a fixed amount monthly payment (from €20). 

At the same time, you have the option to make an extra ad-hoc payment per month (€20 - €1.000) to reach your goal even faster. 

Apart from the Mutual Fund with ESG characteristics, you can choose:



  • The amount of the standing order, from €20 up to €500

  • The date of the regular payment

  • To receive Email or SMS alerts on your mobile phone.

Available Mutual Funds

You can select among four [4] Mutual Funds of Piraeus Asset Management M.F.M.C. that promote environmental and/or social characteristics [article 8 category of Regulation (EU) 2019/2088 (SFDR)] covering a wide range of geographical allocation and investment categories:

It should be noted that the decision to invest in one or more of the above Mutual Funds should consider the information relating to the promotion of environmental and/or social characteristics as stated in the Prospectus of these Mutual Funds.

A program with unique benefits

The program helps you to achieve your goal with:


  • minimal requirements in time, knowledge, and market monitoring

  • zero entry and exit fees

  • flexibility to adjust the standing order

  • ad-hoc payments whenever you can

and ensures you that you:

  • minimize the impact of market volatility compared to the ad-hoc participation in a Mutual Fund

  • optimize the average purchase price of shares, enhancing the prospect of positive returns

  • receive professional management by certified and specialized managers. 

THE UCITS OFFER NO GUARANTEED RETURN AND PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RETURNS.

Disclaimer:

1 The Mutual Funds of Piraeus Asset Management AEDAK with ESG characteristics promote environmental and/or social characteristics [article 8 category of Regulation (EU) 2019/2088 (SFDR)], which evaluate the underlying investments based on Environmental, Social and Corporate Governance (ESG) criteria. 

- The Key Information Document (KID), the Prospectus, the Regulation, and the Reports of the mutual funds of Piraeus Asset Management M.F.M.C., as well as information about the procedure for submitting complaints by investors or prospective investors, and the possibility of appeal to the "Hellenic Financial Ombudsman - Non-profit Alternative Dispute Resolution Organization (HFO – ADRO)," are available in the Greek language, free of charge at the headquarters of Piraeus Asset Management M.F.M.C, on the website www.piraeusaedak.gr, and through the distribution network of Piraeus Bank. 
- This is an advertisement. Refer to the Prospectus and the Key Information Document of the Mutual Funds before making any final investment decision. 
- Information regarding the environmental and/or social characteristics promoted by the Mutual Funds is provided in the relevant pre-contractual disclosures in the Prospectus of the Mutual Funds and in the Sustainability Disclosures that are posted on the website of Piraeus Asset Management M.F.M.C. (www.piraeusaedak.gr).