The Investment Plan is a wealth management tool that can be used to acquire units on a regular basis in a predefined set of funds, allowing you to achieve optimal diversification of your portfolio. As well as being more secure than a one-off investment, the Investment Plan is also simple and flexible.

Advantages:

• A regular investment in funds managed by Banque de Luxembourg selected according to your personal requirements and expectations.
• Optimal personalisation (in terms of fund selection, allocations, frequency, length, amount, etc.)
• Great deal of flexibility: changes (fund switches, modification of frequency of investment, investment amount, redemptions) possible at any time.
• Prudent asset management with a long-term vision giving priority to capital preservation and performance consistency.
• Once we have defined your investment plan, we take care of everything.
• Monitoring your investment plan is easy - check performance on line at any time.

Click here to see the list of our funds offered  (Please note that the BL-Short Term funds are not eligible for the investment plan.)