RSP – Regular Savings Plan

PAC etico: investire gradualmente e con flessibilità

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.

Select from 1 to 3 funds
Investment characteristics
RSP activation date

 

Before subscribing, please read the KIDs and Prospectus available from placing agents.

The placement of the “Linea Valori Responsabili” and “Linea Futuri Sostenibili” funds is only available in Italy. For further information, please refer to the Italian version of the website.