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Alpha Asset Management A.E.D.A.K.

25-29 Karneadou Street (2nd floor)
Lemou Building
GR-106 75 ATHENS
Tel.: 2103742800, Fax: 2103242790
E-mail: info@alphaasset.gr
Web site: www.alphamutual.gr

Chairman Alexios A. Pilavios
Vice Chairman Kimon K. Volikas
Managing Director Kimon K. Volikas

On 19.9.2006, by decision of the Minister of Development, the merger of ''ALPHA MUTUAL FUND MANAGEMENT COMPANY S.A.'' with ''ALPHA ASSET MANAGEMENT INVESTMENT SERVICES S.A.'' by the absorption of the second company by the first, was approved. The new company is named ''ALPHA ASSET MANAGEMENT MUTUAL FUND MANAGEMENT COMPANY S.A.''
and its distinctive title is ''ALPHA ASSET MANAGEMENT A.E.D.A.K.''.

The Company has as its sole purpose the management of mutual funds and the undertaking of the management of Undertakings for Collective Investments in Transferable Securities (UCITS) and other collective investment organisation. In addition, the Company also offers management services for investment portfolios, including portfolios held by pension funds, investment advice for one or more financial instruments, and custodian and administrative management services for units of collective investment organisations.

Alpha Asset Management A.E.D.AK. offers 26 mutual funds, covering a wide range of investment options. The range of products includes:

- 11 equity funds
- 4 balanced funds
- 2 money market funds

- 1 exchange traded fund (ETF)
- 1 alternative investments (commodities) fund
- 5 bond funds
- 2 Bancassurance plan-linked structured funds

Also, the company offers 4 mutual funds registered in Luxemburg, expanding the range of investment options for its clients.
There are three fund of funds:
• Alpha (LUX) Global Defensive FoF
• Alpha (LUX) Global Balanced FoF
• Alpha (LUX) Global Equity FoF
And one Money Market Fund
• Alpha (LUX) Money Market.

Furthermore, Alpha Asset Management A.E.D.A.K. provides asset management services for institutional portfolios in accordance with specific investment guidelines, as well as consultancy services to institutional customers, such as existing portfolio analysis, proposed treasury allocation strategies and regular portfolio restructuring.

Finally, Alpha Asset Management A.E.D.A.K. has set up an Investment Committee, responsible for providing investment guidelines in terms of portfolio structuring for Private Banking clients.

Alpha Mutual Funds (M/Fs) recorded remarkable returns and secured leading positions in their respective categories once again in 2017.

In the category of  MFs that invest in Greek capital markets, Alpha Greek Bond Fund Classic (+39.56%) and Alpha Greek Balanced Fund Classic (+32.71%) were the top performers of the year among Alpha MFs and also remain at the top MFs in their categories for the last three and five-year periods in the Greek market. Outstanding returns were also recorded by Greek equity MFs Alpha Blue Chips Greek Equity Fund Classic (+29.47%) and Alpha Aggressive Strategy Classic (+26.05%), achieving outperformance for another year versus the Athex Composite Share Price Index (benchmark).

Among MFs with an international orientation, Alpha Cosmos Stars Silk Route Asia Equity Fund of Funds Classic (+19.32%) and Alpha Cosmos BRIC Equity Fund of Funds Stars Classic (+15.55%) were ranked in the first two positions among all Equity Funds of Funds in the Greek market and also remain top performers over a three-year horizon. Equally significant performance noted by Alpha Cosmos Europe Equity Fund of Funds Classic (+8.92%).

For more information, please visit the site:
www.alphamutual.gr

 
 
 
 

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Alpha Bank A.E. uses “cookies" on its websites in order to provide visitors with a safer and more efficient environment. By choosing to continue to browse our websites, you accept the use of “cookies". For details, see the Cookies Policy paragraph under the Terms of Use.