Systematic investment plan (SIP)

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as of 09/01/2025 12:34:28

Cash payment

Non-cash payment

Selling rate

1.96100

1.96000

Buying rate

1.94800

1.94900

BNB fixing

1.95583

Cash payment

Non-cash payment

Selling rate

1.93800

1.93500

Buying rate

1.85400

1.85600

BNB fixing

1.89794

Cash payment

Non-cash payment

Selling rate

2.39900

2.39400

Buying rate

2.27400

2.27800

BNB fixing

2.33370

Cash payment

Non-cash payment

Selling rate

2.12400

2.12200

Buying rate

2.03000

2.03200

BNB fixing

2.08133

Features

Opportunity to invest regularly in a mutual fund distributed by UBB
The client decides when, how and for how long to invest
Sistematical investment plan can also be requested fully digitally via UBB Mobile app
Redemption of the units can be done at an UBB branch network, and the funds can be at the client's disposal within 10 days

*The value of units of collective investment schemes changes over time and may be higher or lower than the value at the time of investment. Profits are not guaranteed and there is a risk to investors of not recovering the full amount invested.

For whom is SIP?

The Systematic Investment Plan gives an opportunity for recurring investments in a mutual fund distributed by UBB. It is suitable for people who prefer to set aside smaller amounts, but regularly for achieving a certain goal. The proposed savings plans provide a choice for the saver to make a decision, matching his/her goals.

Parameters

Systematic investment plan is offered for the following mutual funds. You can simultaneously participate in an unlimited number of savings plans.

Mutual fund	Minimum amount
UBB ExpertEase Defensive Conservative Responsible Investing	BGN 10
UBB ExpertEase Defensive Balanced Responsible Investing	BGN 10
UBB ExpertEase Defensive Tolerant Responsible Investing	BGN 10
UBB ExpertEase Dynamic Balanced Responsible Investing	BGN 10
UBB ExpertEase Dynamic Tolerant Responsible Investing	BGN 10
UBB ExpertEase Highly Dynamic Tolerant Responsible Investing	BGN 10
UBB Platinum Bulgaria	BGN 20
UBB ExpertEase Defensive Balanced	BGN/EUR 10
UBB ExpertEase Defensive Tolerant	BGN/EUR 10
UBB ExpertEase Dynamic Balanced	BGN/EUR 10
UBB ExpertEase Dynamic Tolerant	BGN/EUR 10
UBB ExpertEase Highly Dynamic Tolerant	BGN/EUR 10
KBC Eco Fund Water Responsible Investing	No minimum required
KBC Defensive Balanced	No minimum required
KBC Defensive Tolerant
KBC Dynamic Balanced
KBC Dynamic Tolerant
KBC Highly Dynamic Tolerant

IMPORTANT! This information contains marketing material and does not constitute investment consultation, advice, investment research or investment recommendation and should not be treated as such. The information is valid at the date of its issue and may change in the future. The value of the units of the collective investment schemes changes over time and may be higher or lower than the value at the time of the investment. No profits are guaranteed and there is a risk for investors not to refund the full amount invested. Therefore, it is advisable for investors to get acquainted with the specifics of the financial instruments in which they wish to invest and to assess how appropriate they are to meet their investment objectives and risk appetite before making an investment decision. The offered investment product concerns the purchase of units in a fund rather than any instruments, in which the respective fund invests in. Please, read the Key Investor Information Document and the Prospectus before investing. Upon request, you can receive a paper copy of these documents, free of charge, at all UBB branches, within their normal working hours with clients. Full and up-to-date information about the funds, offered by UBB, can be found at www.ubb.bg, in the section "Savings and Investments", on the website of KBC Asset Management NV - Branch www.ubbam.bg, as well as in the UBB branches, where you can get a personalized investment advice. A summary of your rights as an investor is available at the following hyperlinks, in Bulgarian: https://ubbam.bg/uploads/files/page/12593.pdf and in English: https://ubbam.bg/uploads/files/page/12594.pdf.

Required documents

ID document
An account in BGN or in EURO with UBB
Agreements for deals with financial instruments and systematic investment.

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