How it works
Subscribing a Regular Savings Plan (RSP) you can invest in our ethical funds by making periodical investments automatically, with the aim of growing the accumulated value of your capital in the medium-long term.
With an RSP you are free to suspend investments at any time, vary the amount or redeem your capital wholly or in part.
Benefits
You can accumulate capital making regular investments starting from 50 euros* and you are free to decide the period best suited to your needs (monthly, quarterly, half-yearly or annual).
As a method that spreads your investment over time, it allows you to smooth out market oscillations by exploiting positive cycles and minimizing negative cycles.
You can suspend investment or redeem your accumulated capital whenever you choose, wholly or in part.
* For Regular Savings Plan subscribers in Class RD funds there is a minimum initial investment of € 2,000.
Who is it suited for?
Etica Sgr’s RSP is a responsible investment plan suited to anyone who wishes to plan their investments over time, making regular deposits of even small amounts. It is the ideal solution for working people with a medium-long term goal, for parents thinking about the future of their children or anyone who wishes to grow their savings. With an RSP you can reap the benefits of continuous investment, minimizing the risks associated with market volatility.
Simulator
This tool allows you to simulate a Regular Savings Plan and see what would have happened if you had invested in our funds.
By entering the number of deposits and amounts over a given time period, you can calculate the capital you would have accrued. The simulation has no predictive value and is necessarily based on past data, which is no indication of the future.
This is a marketing communication. The data and information contained herein are provided for information purposes only and do not constitute investment recommendations. This communication is not, and may not be regarded as, an information document required under applicable legislation, and its content is not sufficient to form the basis of an investment decision.
This communication does not take into account in any way the characteristics of any person who may receive or become aware of it. In particular, it does not take into account their investment objectives, knowledge and experience in investment matters, risk appetite and/or any other characteristics, including the applicable tax regime.
Past performance is not indicative of future results, and investments in funds are subject to risks relating to the underlying assets, which may affect the value of the relevant units. Etica SGR provides no guarantee of returns and does not guarantee the repayment of the capital invested. The SGR accepts no liability for any losses that may arise from the use of the information provided in this communication.
In order to make an informed investment decision, before making any final investment decision, investors should consult the Key Information Document (KID) and the funds’ Prospectus available at www.eticasgr.com.
The placement of the “Linea Valori Responsabili” and “Linea Futuri Responsabili” funds is only available in Italy. For further information, please refer to the Italian version of the website.