Child Education Plans

Investrust Child Education PlansInvestrust Wealth Plans are designed to support investors to address their important needs to fund the educational needs of their children, to save for their retirement, financial needs and other mid to long term financial needs. Combination of the regular savings and professional fund management is expected to help investors to grow their savings at affordable risk levels. The objective of the Plan is to save money through the selected Plan for medium to long term needs and systematically build savings for their specific needs. These Plans offer options to select a desired Plan and their investments are split into investments in specified licensed Unit Trust funds.

 

  • Plan A
    provides the opportunity to save money more aggressively for your future needs on a systematic manner for a period from 8 to 15 years. Investments are channel through       approved funds. This allows investors to invest with more exposure to equity fund where    will be an aggressive return in long run at a high level of risk.
  • Plan B
    provides the opportunity to save money in a balance path for your future needs on a systematic manner for a period from 8 to 15 years. Investments are channel through approved funds. This option is more suitable for investors who want to invest in a medium level of risk and have a balanced growth of their investment.
  • Plan C
    provides the opportunity to save money conservatively for your future needs on a systematic manner for a period from 8 to 15 years. Investments are channel through approved funds. Suitable for conservative investors who are willing to invest at a very low level of risk.
Type of Plan Investrust Gilt Edged Fund Investrust Income Fund Investrust Growth Fund
Plan A 30% 30% 40%
Plan B 40% 40% 20%
Plan C 50% 50% Nil

Systematic Investment in Child Education Plan

Start investing today with just as little as LKR 1,000.00 per month

Period of Investment Years Total Investment MATURITY VALUE
PLAN A PLAN B PLAN C
10 LKR 96,000.00 LKR 167,636.61 LKR 150,099.79 LKR 134,761.04
15 LKR 120,000.00 LKR 243,729.44 LKR 211,420.59 LKR 184,165.68
20 LKR 180,000.00 LKR 544,997.83 LKR 433,758.89 LKR 348,345.14

Disclaimer: The figures in the above illustration are based on the current returns of the underlying investment securities and the assumed rates are not guaranteed. The actual value of the investment will depend on the investment performance and the market conditions.

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