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Mutual funds by Alpha Asset Management MFMC
Professional asset management
UCITS HAVE NO GUARANTEED RETURNS AND PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RETURNS.
Discover your investment options
For all investment profiles
With Alpha mutual funds you gain access to both the Greek and international markets. You may choose among 44 mutual funds from all categories:
- Money Market
- Fixed income
- Balanced
- Equity
- Structured
This gives you the flexibility to tailor your portfolio to your investment profile and goals.
What are mutual funds
Collective investment under professional management
Mutual funds are a form of collective investment. In particular, they are a form of Undertaking for the Collective Investment of Transferable Securities (UCITS).
They gather capital from many investors with the aim of creating a single investment portfolio. That is a group of assets which can consist of transferable securities, money market instruments and cash. These groups of assets are known as the mutual fund assets. The management of the mutual fund assets is carried out by professional managers, in accordance with the strategy of every mutual fund.
Each investor participates in the mutual fund by buying shares. All shares have the same value, but their price fluctuates depending on markets and investments performance. Once a day, at market close, the company managing the mutual fund publishes the share prices.
Different investment categories
There are different mutual fund categories covering different investment needs:
- Money market – Assets are invested mainly in deposits and money market instruments.
- Fixed income – Assets are invested mainly in corporate and government bonds.
- Balanced – Assets are invested mainly in shares and bonds.
- Equity – Assets are invested mainly in shares.
- Structured – Assets are invested in any financial instrument.
Who they’re for
For all investment profiles
Mutual funds are suitable for all investment profiles, from conservative investors to investors willing to take on more risk.
You choose the mutual fund that suits your investment profile.
Affordable, long-term investment option
With mutual funds you benefit from:
- Professional asset management even for smaller investments, indirectly through the professional management of the mutual fund assets.
- Diversified portfolio, as the mutual fund assets are diversified to mitigate risk and achieve higher returns.
- Lower cost compared to investing in the mutual fund assets on your own.
- Easy process to buy and redeem mutual fund shares.
How to get information
Before you decide to invest in a mutual fund it is important to read the Key Information Document (PRIP KIID) and the Fact Sheet.
Therein, you’ll find important information on the mutual fund, such as:
- Investment goal and strategy
- Investment horizon
- Risk level
- Portfolio mix
- Commissions and fees
Understanding investment basics
How can I invest in mutual funds?
Make sure to...
- Hold an account with Alpha Bank.
- Book an appointment at an Alpha Bank branch.
- Have the necessary supporting documents depending on whether you want to start banking with us or to update your details.
Come to the appointment
We inform you about the 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).
Backed by Alpha Asset Management MFMC
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.
Explore other options
Any questions?
Find the answers you need about the mutual funds of Alpha Asset Management MFMC.
How do I redeem my Alpha mutual funds shares?
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.
Can I carry out transactions online?
Yes, provided you are a Gold Personal Banking or Private Banking client.
In this case you can carry out transactions from your computer, using myAlpha Web.
Is there a minimum investment amount?
Invest in mutual funds
UCITS HAVE NO GUARANTEED RETURNS AND PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RETURNS.