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The sub-fund seeks to increase asset value in the short to medium term, by generating income from interest-bearing assets and profit from the difference in the price of financial instruments through investing in EU Debt Markets, primarily and predominantly Bond Markets, and Money Markets.
Recommended holding period: at least 1 year
Risk profile: Considering its investment strategy, ZB conservative is a low-to-moderate risk fund
Fund currency: EUR
Conditions:
Minimum investment amount:
a) based on a one-time application: EUR 50,
b) based on an investment plan: EUR 12.5.
Prices:
Entry fee: 0.20% (currently not charged).
Exit fee:
a) 0.0% for investments held for more than 6 months,
b) 0.5% for investments held for less than 6 months.
Depositary fee: 0.1% per annum.
Management fee: 1.0% per annum
Arrangement
Units in ZB Invest funds are available for purchase at any branch of Zagrebačka banka or via online or mobile banking (e-zaba and m-zaba) using the free-of-charge ZABA Link service. ZABA Link may be arranged at any branch of Zagrebačka banka. Further information about this service is available at the ZABA Link website.
Of course. A parent may invest in funds on behalf of his/her minor child by arranging ZABA Link free of charge in the name of the person being represented.
Activation
ZABA Link is a free-of-charge service whereby the Bank allows its individual and corporate clients to conduct their transactions associated with ZB Invest funds more quickly, easily and securely. By arranging this service, clients are able to conduct their transactions quickly and easily via online or mobile banking (e-zaba, m-zaba). In addition, they can check their unit balances and transactions and obtain many other benefits.
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