Life Goals is an investment and savings program based on regular contributions into Mutual Funds. Its purpose is to help you gradually build up capital for an important future goal.
Life Goals
Invest in your future.
Life Goals is a regular-contribution investment and savings program that helps you put money aside for your financial goals, month after month, without needing much time, specialist knowledge or constant attention to the markets. It works simply: you choose the Mutual Fund that fits your goal and set up a standing order for a fixed monthly contribution.
Product details
Questions and answers
Is my capital or return guaranteed?
The program invests in Mutual Funds, whose value rises and falls with the markets. The level of risk depends on the Mutual Fund you choose and is described in its Key Information Document.
Can I stop the program or redeem my units before I reach my goal?
Yes. The program doesn't tie you in, you have the flexibility to cancel your standing order or redeem your units whenever you need to, with no exit fee.
What happens if there isn’t enough money in my account one month?
That month’s contribution is simply skipped. You can make it up later with an extra contribution.
Can I switch to a different Mutual Fund during the program?
No, the Mutual Fund cannot be changed once the program is set up. You can, however, start a new program in a different fund.
Can I have more than one program, for different goals?
Yes. You can run as many programs as you like, in the same or different Mutual Funds.
Can I open a program for my child?
You can add your child as a co-beneficiary of the program.
How do I get started?
Book an appointment at a branch, where an advisor will help you choose a Mutual Fund and set up your standing order.
Your goal starts today
Our advisors will help you choose the Mutual Fund that matches your goal and the level of risk you are comfortable with.
Notes
THE UCITS OFFER NO GUARANTEED RETURN AND PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RETURNS.
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.
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