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Investment plans and combined investment products

Choose investment plans that allow you to make regular investments, according to your investment strategy.
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UCITS HAVE NO GUARANTEED RETURNS AND PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RETURNS.

Why choose investment plans and combined investment products

  • Professional management

    Make the most of the expertise of the professionals managing the investment portfolio of the mutual funds you participate in.

  • Regular investing

    Make regular savings and investments, with a long-term horizon.

What you need to know about investment plans and combined investment products

Find out more about investment plans and combined investment products and what they offer.

Regular, long-term investment

Investment plans offer a solution for investing in a more organised and regular manner. They are suitable for you if you’re looking to build capital gradually and through regular payments, and you have a long-term horizon.

Each investment plan may:

  • Contain different forms of investment.
  • Have a different payment frequency or a different way of cashing out.

Choose the investment plan that matches your investment profile and goals.

Find the right plan for you

Before you choose an investment plan, ask yourself:

  • What are my goals – Do you want capital gains or simply to protect your capital against inflation? Are you looking for regular income?
  • What is my investment horizon – Do you need the money soon or are you planning on meeting a need many years in the future? 
  • What risk am I willing to assume – Are you interested in safeguarding your capital at any cost or would you assume risk to achieve higher returns?
  • Do I have the appropriate knowledge – Do you understand the risks and how the investment products you’ve chosen work? Do you need professional advice and guidance?

Find an investment or structured plan

Have a look at the choices we offer and find out how to invest your money.

Alpha Plus

Combination of a term deposit with a mutual funds investment, with principal starting at €15,000 and a choice for capital split.
Alpha Plus investment plan

Alpha Dimiourgo

Gradual investment with regular payments in Alpha mutual funds of your choice.
Alpha Dimiourgo investment plan

Dual Currency deposit

Short-term investment with a variable currency clause in euro or US dollars.
dual-currency-deposit

4Y Range Accrual in EUR structured product

With a medium-term investment horizon and potential for additional return.
4Y Range Accrual in EUR structured product

Do you need unit-linked insurance plans?

To combine the investment with a life insurance plan.

Alpha Life Plan

Savings plan with regular payments

Alpha Exelixis Capital Creation

Regular investment in mutual funds

Alpha Exelixis Capital Investment

One-off investment in mutual funds

Find useful documents

Download the documents concerning all the investment products.

Investment guide (in Greek)

Pre-contractual information for the provision of investment services (MiFID II)

Need help?

We’ve put together useful information to find whatever you may need.

Questions about investments

Look through the FAQs about investment products and find all the answers you need.
View the FAQs

Information about MiFID

Find documents and information about the EU Markets in Financial Instruments Directive (MiFID I and II).
Find out more

Economic research

Find out more about the progress of international markets and the economy on a national and global level.
economic-markets-research

Get an investment plan

Book an appointment today at any one of our branches and get information on the investment options we offer.
Book an appointment Book an appointment

UCITS HAVE NO GUARANTEED RETURNS AND PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RETURNS.