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Tuition Planner
  • For many parents, ensuring adequate funds for their children to study is a major challenge. However, an effective investment plan can help you turn this goal into a reality.
  • The earlier you start investing, the more aggressive your portfolio should be, with larger equity exposure. As your children get closer to the time they will start their studies, your investment  approach should gradually change towards a portfolio which will preserve your capital gains.
  • Start investing early and make regular payments to achieve your goal in the shortest time possible with the highest possible return!


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Assumptions   1. The cost of studies incorporates the rate of inflation you set and includes tuition, rent and the general cost of living per year.
  2. Monthly payments continue until your child finishes his/her studies.
  3. Indicative annual return:
 
Average annual return Based on investments in...
2 - 4 % Deposit accounts, Money Market mutual funds, etc.
4 - 7 % Balanced mutual funds (bonds, equities and MM products)
7 - 10 % Mutual funds with a high level of equity exposure
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This application has been designed for training purposes and should not be considered, under any circumstances, as containing an investment proposal. We suggest you review your decisions with one of our investment consultants. The results of calculations made by this application are approximate and are based exclusively on the data input by the user and the assumptions used by the application. All portfolios presented are examples.
UCITS DO NOT HAVE A GUARANTEED RETURN AND PREVIOUS PERFORMANCE DOES NOT GUARANTEE FUTURE RETURNS.
WHERE THERE ARE DISCREPANCIES BETWEEN THE GREEK AND ENGLISH TEXT THE GREEK TEXT SHALL TAKE PRECEDENCE