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Smart Investment Portfolios
Portfolio management service
Discover Smart Investment Portfolios
Mutual funds registered in Greece or SICAV
Smart Investment Portfolios:
- Include select mutual funds registered in Greece or abroad (SICAV) in a predetermined mix.
- Cover all risk profiles, from the most conservative to the most aggressive.
Based on your investment goals
Answer specific, simple and easy-to-understand questions to determine your investment profile. Based on that, you choose the Smart Portfolio that best meets your needs:
- Global Conservative portfolio – sample portfolio allocation: 25% equities, 75% bonds
- Global Balanced portfolio – sample portfolio allocation: 50% equities, 50% bonds
- Global Dynamic portfolio – sample portfolio allocation: 70% equities, 30% bonds
- Global Aggressive portfolio – sample portfolio allocation: ≥ 90% equities
Professional asset management
Our experienced specialists define the portfolio structure, and then keep monitoring their performance and restructure them on a regular and ad hoc basis, with transparency. This way they maintain the predefined features of each portfolio according to your investment profile, while taking into account the volatility of the economic environment.
With a view to maximising returns and minimising risk, we choose mutual funds offered by Alpha Asset Management MFMC and other international investment firms (SICAV) with leading market positions and long experience in managing mutual funds, such as onemarkets Fund by UniCredit.
Initial investment from €5,000
Choose 1 or more Smart Investment Portfolios, based on your investment profile.
Invest from €5,000 or more, in an individual or joint portfolio.
Additional investment at any time
You may increase your share in the Smart Investment Portfolio whenever you want, with a minimum additional investment of €1,000.
Full or partial withdrawal
You may make a full or partial withdrawal from your portfolio.
For a partial withdrawal, you must:
- Ask to withdraw at least €1,000.
- Have a remaining balance of at least €5,000 after the withdrawal in your ready-made Smart Investment Portfolio.
Get a complete overview of your portfolio
Gain access to the Smart Investment Portfolio:
- Daily, through your digital banking.
- Every month, through the e-statements you receive online or every 3 months with the statements you receive by post
With an entry commission and a management fee
To participate in Smart Investment Portfolios, you need to pay:
- An entry commission – Every time you make a new investment. The amount depends on the investment profile, the participation amount and the total amount of the specific portfolio.
- A management fee – Every 3 months for the cost of managing your portfolio. This includes the annual cost for managing the ready-made investment portfolio.
Have a look at the pricing offered by Alpha Bank Gold Personal Banking.
How to get a Smart Investment Portfolio
Make sure to...
- Have Alpha Bank Gold Personal Banking.
- Hold an account with Alpha Bank.
- Book an appointment with a Personal Advisor 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
Through a specific process, we determine your investment profile.
You choose the portfolio that corresponds to your investment profile and we open it. It may be an individual or joint portfolio.
You participate in the portfolio with the amount you want.
Explore other options
Invest in Smart Investment Portfolios
UCITS HAVE NO GUARANTEED RETURNS AND PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RETURNS.