K&H lump sum investment
- open long-term investment account and choose from investment funds in K&H mobile bank
- take advantage of tax benefits anywhere, anytime
- start with a small or large amount of money
why to choose a lump sum investment?
what is lump sum investment?
details
choose from the following ten products:
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portfolio composition |
investment in short-term Hungarian government bonds, with lower risk |
an investment in Hungarian government bonds with an average maturity of 1-3 years and medium risk |
full portfolio comprising a mix of equities and bonds, with prevalence of bonds |
full portfolio comprising a mix of equities and bonds, with prevalence of equities | full portfolio comprising a mix of equities and bonds, with prevalence of equities |
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type |
open-end, no fixed maturity |
open-end, no fixed maturity |
open-end, no fixed maturity |
open-end, no fixed maturity | open-end, no fixed maturity |
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sustainability (underlying assets) |
the fund invests into the assets of responsibly operating market players |
the fund invests into the assets of responsibly operating market players |
the fund invests into the assets of responsibly operating market players |
the fund invests into the assets of responsibly operating market players | the fund invests into the assets of responsibly operating market players |
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risk profile |
defensive |
defensive |
defensive |
dynamic | very dynamic |
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FX exposure |
no |
no |
yes |
yes | yes |
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KBC Equity Fund World Responsible Investing K&H HUF investment unit | |||
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portfolio composition |
full portfolio comprising a mix of equities and bonds, with prevalence of bonds |
full portfolio comprising a mix of equities and bonds, with prevalence of equities |
full portfolio comprising a mix of equities and bonds, with prevalence of equities |
fund with shares of developed and emerging markets |
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type |
open-end, no fixed maturity |
open-end, no fixed maturity |
open-end, no fixed maturity |
open-end, no fixed maturity |
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sustainability (underlying assets) |
the fund invests in the assets of traditional market participants |
the fund invests in the assets of traditional market participants |
the fund invests in the assets of traditional market participants |
the fund invests into the assets of responsibly operating market players |
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risk profile |
defensive |
dynamic |
very dynamic |
very dynamic |
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FX exposure |
yes |
yes |
yes |
yes |
to set up a lump sum investment on your mobile:
- if you don’t have securities account or long-term investment account, open it under the „savings & investments” menu
- select one of the nine investment units
- select which account you want to invest from, it can be your current account, your savings account, but also your normal securities account or long-term investment account if you have free balance on it
- enter the amount you would like to invest (between 1 000 HUF and 20 000 000 HUF)
- select which securities account you want to invest in, it can be your normal securities account, the long-term investment account from previous years or long-term investment account from annaul year too
- please complete our product knowledge and product experience questionnaire by answering six questions; this is necessary so that we can establish whether the product of your choice is suitable for you - if you have already completed such a questionnaire, you may use it here
- all that remains is to sign the transaction
- if you need technical help or an error occurs in your application, please contact us using the K&H quick call function
- if you wish to cancel the transaction, please use K&H e-bank or visit a branch
- only your order can be executed in K&H mobile bank; if you need investment advice, please come and consult one of our experts at a K&H branch
details
We draw your attention to the consumer protection website of Financial Navigator Advisory of the National Bank of Hungary where you can find useful product descriptions and various applications for comparison (loan calculator, budget calculator for households).