Keytrade Bank Luxembourg | KEYPLAN builder

Cautious
Balanced
Audacious
A la carte

Starting amount

Optional

Regular investment

25 € minimum

Frequency

Cash invested

€

KEYPLAN

€

Difference

€

Get this plan

How KEYPLAN works

Funds in this plan

How KEYPLAN works

Funds in this plan

How KEYPLAN works

Funds in this plan

How KEYPLAN works

Pick your funds below before you can see the graph

Based on the range of 40 funds, you choose the funds that suit you by indicating what percentage of your investment you want to allocate to each fund.

The choice of investment style is made by your own initiative and is not the result of any recommendation or advice from Keytrade Bank.

0_%

The total percentage needs to be 100%.

Set up your plan

Carmignac Patrimoine A

Carmignac Patrimoine (Unit trust according to French law)

Mixed Neutral Risk : World

Sector/type: Mixed Neutral Risk : World

Risk 4

Risk level: Risk 4

Carmignac Investissement A

Carmignac Investissement (Unit trust according to French law)

Shares (region) : World

Sector/type: Shares (region) : World

Risk 5

Risk level: Risk 5

Carmignac Emergents A

Carmignac Emergents (Unit trust according to French law)

Shares (region) : Growth markets

Sector/type: Shares (region) : Growth markets

Risk 6

Risk level: Risk 6

Invesco Funds Invesco Pan European Equity Fund A (cap)

Invesco Funds (Investment company according to Luxembourg law)

Shares (region) : Europe

Sector/type: Shares (region) : Europe

Risk 6

Risk level: Risk 6

Axa Rosenberg Equity Alpha Trust Axa Rosenberg Japan Equity Alpha Fund B

Axa Rosenberg Equity Alpha Trust (Unit Trust according to Irish law)

Shares (country) : Japan

Sector/type: Shares (country) : Japan

Risk 6

Risk level: Risk 6

Fidelity Funds World Fund A

Fidelity Funds (Investment company according to Luxembourg law)

Shares (region) : World

Sector/type: Shares (region) : World

Risk 5

Risk level: Risk 5

Fidelity Funds America Fund A

Fidelity Funds (Investment company according to Luxembourg law)

Shares (country) : United States

Sector/type: Shares (country) : United States

Risk 6

Risk level: Risk 6

Robeco QI Global Dynamic Duration DH

Robeco QI Global Dynamic Duration (Investment company according to Luxembourg law)

Bonds Euro (without term) : Euro

Sector/type: Bonds Euro (without term) : Euro

Risk 3

Risk level: Risk 3

CapitalatWork Foyer Umbrella Contrarian Equities At Work C

CapitalatWork Foyer Umbrella (Investment company according to Luxembourg law)

Shares (region) : World

Sector/type: Shares (region) : World

Risk 6

Risk level: Risk 6

Franklin Templeton Investment Funds Franklin Euro Government Bond Fund A

Franklin Templeton Investment Funds (Investment company according to Luxembourg law)

Bonds Euro (without term) : Euro

Sector/type: Bonds Euro (without term) : Euro

Risk 3

Risk level: Risk 3

Invesco Funds Invesco Active Multi-Sector Credit Fund A

Invesco Funds (Investment company according to Luxembourg law)

Hedge Funds/Absolute Return

Sector/type: Hedge Funds/Absolute Return

Risk 3

Risk level: Risk 3

JPMorgan Funds Europe Strategic Growth Fund A

JPMorgan Funds (Investment company according to Luxembourg law)

Shares (region) : Europe

Sector/type: Shares (region) : Europe

Risk 5

Risk level: Risk 5

BL Global Equities B

BL (Investment company according to Luxembourg law)

Shares (region) : World

Sector/type: Shares (region) : World

Risk 5

Risk level: Risk 5

Amundi Funds Euro High Yield Bond AE

Amundi Funds (Investment company according to Luxembourg law)

Bonds Euro (without term) : Euro

Sector/type: Bonds Euro (without term) : Euro

Risk 3

Risk level: Risk 3

Fidelity Funds European Dynamic Growth Fund A

Fidelity Funds (Investment company according to Luxembourg law)

Shares (region) : Europe

Sector/type: Shares (region) : Europe

Risk 5

Risk level: Risk 5

Franklin Templeton Investment Funds Franklin European Growth Fund A

Franklin Templeton Investment Funds (Investment company according to Luxembourg law)

Shares (region) : Europe

Sector/type: Shares (region) : Europe

Risk 5

Risk level: Risk 5

Carmignac Portfolio Commodities A

Carmignac Portfolio (Investment company according to Luxembourg law)

Shares (sector) : Commodities

Sector/type: Shares (sector) : Commodities

Risk 6

Risk level: Risk 6

Blackrock Global Funds Sustainable Energy Fund A2

Blackrock Global Funds (Investment company according to Luxembourg law)

Shares (sector) : Energy

Sector/type: Shares (sector) : Energy

Risk 6

Risk level: Risk 6

Robeco Capital Growth Funds Robeco Emerging Markets Equities D

Robeco Capital Growth Funds (Investment company according to Luxembourg law)

Shares (region) : Growth markets

Sector/type: Shares (region) : Growth markets

Risk 6

Risk level: Risk 6

Robeco Capital Growth Funds Robeco Chinese Equities D

Robeco Capital Growth Funds (Investment company according to Luxembourg law)

Shares (country) : China & Hong-Kong

Sector/type: Shares (country) : China & Hong-Kong

Risk 6

Risk level: Risk 6

DNCA Invest Evolutif B

DNCA Invest (Investment company according to Luxembourg law)

Mixed flexible

Sector/type: Mixed flexible

Risk 4

Risk level: Risk 4

Merclin Sicav Global Equity C

Merclin Sicav (Investment company according to Luxembourg law)

Shares (region) : World

Sector/type: Shares (region) : World

Risk 5

Risk level: Risk 5

Franklin Templeton Investment Funds Templeton Global Total Return Fund A (acc)

Franklin Templeton Investment Funds (Investment company according to Luxembourg law)

Bonds basket foreign currencies (without term) : Miscellaneous

Sector/type: Bonds basket foreign currencies (without term) : Miscellaneous

Risk 5

Risk level: Risk 5

Franklin Templeton Investment Funds Franklin U.s. Opportunities Fund A

Franklin Templeton Investment Funds (Investment company according to Luxembourg law)

Shares (country) : United States

Sector/type: Shares (country) : United States

Risk 6

Risk level: Risk 6

Threadneedle Investment Funds Global Bond Fund 1

Threadneedle Investment Funds (Investment company according to British law)

Bonds basket foreign currencies (without term) : World

Sector/type: Bonds basket foreign currencies (without term) : World

Risk 4

Risk level: Risk 4

UBAM Global High Yield Solution AHC

UBAM (Investment company according to Luxembourg law)

Bonds Not-Euro (without term) : US Dollar

Sector/type: Bonds Not-Euro (without term) : US Dollar

Risk 3

Risk level: Risk 3

Amundi Funds Cash Eur AE

Amundi Funds (Investment company according to Luxembourg law)

Monetary Euro : Euro

Sector/type: Monetary Euro : Euro

Risk 1

Risk level: Risk 1

Schroder International Selection Fund Global Inflation Linked Bond A

Schroder International Selection Fund (Investment company according to Luxembourg law)

Bonds basket foreign currencies (without term) : World

Sector/type: Bonds basket foreign currencies (without term) : World

Risk 4

Risk level: Risk 4

Invesco Funds Invesco Balanced-Risk Allocation Fund A (cap)

Invesco Funds (Investment company according to Luxembourg law)

Mixed flexible

Sector/type: Mixed flexible

Risk 4

Risk level: Risk 4

Ethna-Aktiv T

Ethna-Aktiv (Unit trust according to Luxembourg law)

Mixed flexible

Sector/type: Mixed flexible

Risk 3

Risk level: Risk 3

Blackrock Global Funds Global Equity Income Fund A2 Hedged

Blackrock Global Funds (Investment company according to Luxembourg law)

Shares (region) : World

Sector/type: Shares (region) : World

Risk 5

Risk level: Risk 5

Franklin Templeton Investment Funds Templeton Asian Smaller Companies Fund A

Franklin Templeton Investment Funds (Investment company according to Luxembourg law)

Shares (region) : Asia Pacific ex Japan

Sector/type: Shares (region) : Asia Pacific ex Japan

Risk 5

Risk level: Risk 5

DNCA Invest Eurose A

DNCA Invest (Investment company according to Luxembourg law)

Mixed flexible

Sector/type: Mixed flexible

Risk 4

Risk level: Risk 4

Blackrock Global Funds European Equity Income Fund A2

Blackrock Global Funds (Investment company according to Luxembourg law)

Shares (region) : Europe

Sector/type: Shares (region) : Europe

Risk 5

Risk level: Risk 5

Amundi Funds Global Aggregate Bond AE

Amundi Funds (Investment company according to Luxembourg law)

Bonds basket foreign currencies (without term) : World

Sector/type: Bonds basket foreign currencies (without term) : World

Risk 4

Risk level: Risk 4

Invesco Funds Invesco Asia Balanced Fund A Hedged (cap)

Invesco Funds (Investment company according to Luxembourg law)

Mixed Neutral Risk : Miscellaneous

Sector/type: Mixed Neutral Risk : Miscellaneous

Risk 4

Risk level: Risk 4

First Eagle Amundi International Fund AE (Qdis)

First Eagle Amundi (Investment company according to Luxembourg law)

Mixed High Risk : World

Sector/type: Mixed High Risk : World

Risk 5

Risk level: Risk 5

Aberdeen Standard Sicav I Emerging Markets Infrastructure Equity Fund A Hedged

Aberdeen Standard Sicav I (Investment company according to Luxembourg law)

Shares (sector) : Industrials

Sector/type: Shares (sector) : Industrials

Risk 5

Risk level: Risk 5

Aberdeen Standard Sicav I Asia Pacific Multi Asset Fund A Hedged

Aberdeen Standard Sicav I (Investment company according to Luxemburg law)

Mixed Neutral Risk : World

Sector/type: Mixed Neutral Risk : World

Risk 4

Risk level: Risk 4

Threadneedle (Lux) European High Yield Bond 1E

Threadneedle (Lux) (Investment company according to Luxembourg law)

Bonds Euro (without term) : Euro

Sector/type: Bonds Euro (without term) : Euro

Risk 3

Risk level: Risk 3

From 25€/year

Everyone is free to invest as much as they want. Conventional wisdom says that you should have precautionary savings of 6 to 9 months of net salary, which can be adapted according to your own situation. It also says that you should benefit from fiscal optimisation such as pension savings (up to € 940 per year in 2015). For longer periods, everything will depend on your plans for the short or medium term. But you can be sure of one thing: KEYPLAN is the ideal solution for those starting to invest.

Automatic payments

Once you have worked out the amount that you want to pay in regularly (per month, per quarter, per six months or year), everything is done automatically. You no longer need to give it any thought, unless you want to stop your KEYPLAN or to change your payment amounts. You can top up the regular payments with occasional payments, even after starting your KEYPLAN.

Can be checked everywhere and at all times

Wherever you are, you can check the progress of your KEYPLAN on any computer, smartphone or tablet. On your mobile devices, all you need to do is download our Keytrade Bank app.

No entry fees

Unlike other banks, Keytrade Bank won’t charge you any fees when you open a KEYPLAN. There are also no management fees. The exit fees are clear and transparent: € 0 if you stop your KEYPLAN after 5 years and only € 9.95 per fund included in your KEYPLAN if you stop before the fifth year.

40 quality funds selected by our experts

The 40 funds included in the KEYPLAN promotion are among the best on the market. They have been carefully selected by our stock market experts in line with these criteria: performance, risk, diversification (geographic and sectoral) and the quality of the manager.

Diversified and regular investments

The return on a KEYPLAN is never guaranteed. But its major strength lies in reducing risk by sticking to the two golden rules: regular investment (spread over time) and a diversification of funds (based in different regions or sectors). So you will benefit automatically from a better distribution of your investments and greater security.

You choose your investment style

Choose the style that suits you best from our three investment styles. These investment styles differ notably by their risks and their potential returns. Once your choice is made, we invest the amount chosen in a selection of hand-picked funds. Are you an expert on funds? Would you prefer to put together your own tailored plan? That is not a problem, as you can always create your own tailored KEYPLAN.

You can add money and/or change your payments amount

Any time you want, you can change your initial KEYPLAN: this includes the payments amount or the regularity of the payments. You can even halt them for a while. All this can be done without incurring any fees.

You stop when you want

You can stop your KEYPLAN at any time: all you need to do is ask us to transfer the securities included in your KEYPLAN to your own trading account. If that is done before the end of the fifth year, you will have to pay fees of € 9.95 per fund included in your plan. After the fifth year, the transfer of the amount in your KEYPLAN will be free of charge.

Help Desk: +352 45 04 39 / Available today:
from 09:00 to 17:30

Find products or services

Your results

The default investment style is Balanced.

You can change your amounts or choose another investment style: Cautious, Balanced, Audacious, or A la carte.

Difference

€

How KEYPLAN works

Practical

Efficient

Personal

Cautious

Balanced

Audacious

Pick your funds below before you can see the graph

You are investing in one single fund. The legal documentation can be found on the fund-detail page.

Based on the range of 40 funds, you choose the funds that suit you by indicating what percentage of your investment you want to allocate to each fund.

From 25€/year

Automatic payments

Can be checked everywhere and at all times

No entry fees

40 quality funds selected by our experts

Diversified and regular investments

You choose your investment style

You can add money and/or change your payments amount

You stop when you want

From Monday to Friday between 09:00 and 17:30

Send us an email

Skype us

Support

About us

Your financial future begins today

Help Desk: +352 45 04 39 / Available today: from 09:00 to 17:30

Find products or services

Your results

The default investment style is Balanced.

You can change your amounts or choose another investment style: Cautious, Balanced, Audacious, or A la carte.

Difference

€

How KEYPLAN works

Practical

Efficient

Personal

Cautious

Balanced

Audacious

Pick your funds below before you can see the graph

You are investing in one single fund. The legal documentation can be found on the fund-detail page.

Based on the range of 40 funds, you choose the funds that suit you by indicating what percentage of your investment you want to allocate to each fund.

New to Keytrade?

Already a customer?

Welcome. In recent months, over 4.000 Keytrade Bank customers activated a KEYPLAN.

Your plan

From 25€/year

Automatic payments

Can be checked everywhere and at all times

No entry fees

40 quality funds selected by our experts

Diversified and regular investments

You choose your investment style

You can add money and/or change your payments amount

You stop when you want

From Monday to Friday between 09:00 and 17:30

Send us an email

Skype us

Support

About us

Your financial future begins today

Help Desk: +352 45 04 39 / Available today:
from 09:00 to 17:30