UCITS HAVE NO GUARANTEED RETURNS AND PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RETURNS.
Place part of your capital in a 6-month term deposit.
With the remaining amount you invest in 1 of the mutual funds managed by Alpha Asset Management MFMC:
You choose how you want your capital to be split between the 2 products:
Invest between €15,000 and €100,000 in total to the term deposit and the mutual fund you select.
Secure a favourable interest rate for your term deposit depending on the capital allocation you have opted for:
The favourable interest rate of the plan does not apply past the term deposit maturity date, even if you continue to hold your mutual fund investment. However, if you redeem the mutual fund before the maturity date of the term deposit, the interest rate does not change.
You can invest again in the combined investment product under the terms that apply at that time.
You benefit from the return of:
This is how you build your capital to meet your future needs. The final amount you receive through the plan depends on the:
If you want, you can cash out your term deposit before the maturity date. However, this mean that you may not collect any interest. In any case, you will receive the entire initial deposit.
Cashing out your term deposit does not affect your mutual fund investment.
You receive updates on your investment account:
You can also request to receive email updates with all the investment details.
The Alpha Plus investment plan is for investors who:
We provide information on the term deposit and mutual fund in which you want to invest.
You open a joint or individual investment account, if you don’t already hold one.
Together, we fill in the application to participate in the mutual fund. We charge your linked bank account with the gross investment amount (invested capital + entry fees).
Having more than 35 years of experience in the investment industry, Alpha Asset Management MFMC is the leader in collective investments. It manages more than 40 mutual funds in Greece and Luxembourg, and has achieved significant distinctions. This brings its mutual funds to the highest-ranking positions within their respective classes.
Its portfolio managers are specialised executives with considerable academic qualifications, extensive experience and an impressive track record in mutual fund management.
Find the answers you need about the Alpha Plus investment plan.
Visit any Alpha Bank branch to apply.
You can redeem your entire investment or a part of it.
You receive the redemption amount directly into your account in 1-4 business days, depending on the mutual fund.
UCITS HAVE NO GUARANTEED RETURNS AND PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RETURNS.
