K&H lump sum investment on mobile

step up to the investment world with K&H mobile bank!

  • you can start it from anywhere, conveniently, in a few minutes
  • you can diversify your investment portfolio
  • you can decide whether to invest more or less

why to choose a lump sum investment?

you can achieve a return in line with your risk tolerance
you can diversify your investment portfolio
you can start standing on your own two feet
you can save to achieve your medium- and long-term goals
you can invest responsibly for a more sustainable future

what is lump sum investment?

key steps

select lumpsum investment

open a securities account if you do not have one

successful lumpsum investment

details

choose from the following nine products:

 


K&H kényelem felelős befektetés normál investment unit

K&H lendület felelős befektetés normál investment unit

K&H iram felelős befektetés normál investment unit

K&H állampapír felelős befektetés normál investment unit 

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

investment in short-term Hungarian government bonds, with lower risk

type

open-end, no fixed maturity

open-end, no fixed maturity

open-end, no fixed maturity

open-end, no fixed maturity

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 

risk profile

defensive

dynamic

very dynamic

defensive

FX exposure

yes

yes

yes

no

 

 

K&H válogatott kényelem normál investment unit

K&H válogatott lendület normál investment unit

K&H válogatott iram normál investment unit

K&H aranykosár felelős befektetés investment unit

K&H amerika investment unit „HUF” shareclass

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

an investment in Hungarian government bonds with an average maturity of 1-3 years and medium risk

a developed market equity fund with companies in the fastest growing sectors of the US economy

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

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

the fund invests in the assets of traditional market participants

risk profile

defensive

dynamic

very dynamic

defensive

very dynamic

FX exposure

yes

yes

yes

no

no

to set up a lump sum investment on your mobile:

  • select one of the nine investment units
  • select the account in which you wish to set up your lump sum investment
  • enter the amount you would like to invest (between 1 000 HUF and 10 000 000 HUF)
  • if you do not have a securities account with us, then open one; to do this, please enter your tax ID
  • 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
  • if you are opening a securities account, sign the account agreement, then simply sign the transaction itself and you are done
  • 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 mobilbank; if you need investment advice, please come and consult one of our experts at a K&H customer point

details

related document

General Terms and Conditions
announcement on investment services and securities dealing of private individual customers and corporate clients
announcement on the bank accounts, deposit accounts, term deposits and cash transactions of private individual customers

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).

This notice is considered marketing communication, and it does not constitute an offer; its sole purpose is to draw attention to a product and/or service whose detailed description and terms and conditions are set out in the Agreement in question; the General Contracting Terms and Conditions for Bank Account, Deposit Account and Term Depósait Products; the General Contracting Terms and Conditions for Bankcard and Credit Card Services; the General Contractual Terms and Conditions of Retail Loans; the General Contracting Terms and Conditions for Banking Services Requiring Electronic Identification; the General Terms and Conditions of K&H Bank; the Announcement on the Bank Accounts, Deposit Accounts, Term Deposits and Cash Transactions of Private Individual Customers; the K&H Debit Bankcard Announcement of Private Individual Customers; the K&H Credit Card Announcement for Private Individual Customers; the Announcement on K&H Forint Overdraft; the General Terms and Conditions for Investment and Complementary Investment Services Provided by K&H Bank; and the Announcement on the Fees and Charges on Investment Services and Securities Transactions. The investment funds are managed by the Hungarian Branch Office of KBC Asset Management N.V. Insurance services are provided by K&H Insurance; the details of the relevant product are set out in the applicable insurance terms and conditions. The Bank reserves its right to change the terms and conditions.