Investment Plans offer an excellent strategy for long-term, passive investing. With an Investment Plan, you have the flexibility to design a personalised portfolio of Exchange Traded Funds (ETFs) that align with your risk tolerance, industry preferences, or regional coverage. The plan will then automatically allocate your invested capital to each ETF according to your designated percentage allocation. As the value of your Investment Plan evolves over time, you'll get alerted to readjust the plan based on your initial fund allocation preferences.
Product:
Over 1,800 ETFs to choose from – across various sectors and industries from around the world.
Each client can create up to 10 investment plans. Each plan can contain up to 9 ETFs.
Flexibility – investment plans can be opened and closed at any time. Fast deposits and withdrawals allow you to maintain full control over your funds.
Minimum investment: USD 15
No time limit – the investment horizon can be tailored to your individual needs. Clients decide how long they want to invest, depending on their goals.
Taxation – the same as purchasing ETFs and shares through XTB.
Key features of ETFs:
Flexibility – ETFs are easy to trade on the stock exchange, just like stocks.
Real-time prices – you always know the price at which the transaction was executed, as ETFs are listed on the stock exchange.
Diversification – by purchasing one ETF, you invest in several different stocks, commodities, or even an entire index simultaneously.
Low costs – management fees are significantly lower than with traditional funds.
You can create a new investment plan directly in the mobile app by clicking the "Portfolio – Investment Plans" icon.
If you have any further questions, please visit https://www.xtb.com/int/contact select the country you have registered with and contact a member of our staff.
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