Investment-Savings Plan
Plan your future with ALPHA TRUST’s Investment-Savings Plan. Whether you’re planning for retirement, a college fund, or other financial goals, our expert team will help you set up monthly investments tailored to your needs. Discover how our plan can work for you and your family!
Monthly Investment - Savings Plan
Grow Your Wealth Steadily Over Time
Invest easily through a standing order from your bank account at Piraeus Bank SA.
30€minimum monthly payment per fund
What can I gain from this?
Important notice: Profit is calculated on the assumption that payments are made on the first business day of each month (if the first working day is a bank holiday, the investment takes place on the last business day of the previous month).
* Hellenic Capital Market Commission’s License: 6th/29.3.1994/7B, Government Gazette Issue : 280/B/18.4.1994
ALPHA TRUST DOMESTIC BOND FUND – R*
Cumulative Performances :
1 year 29/09/2023 – 30/09/2024: 10.74%,
3 years 30/09/2021 – 30/09/2024: -5.38%,
5 years 28/09/2019– 30/09/2024: 3.31%
Institutional Share Classes – I for the funds are also available. Activation date:01/10/2018.
Important Notice: Important Notice: Mutual Fund's exposure to transferable securities and money market instruments issued by the Hellenic Republic exceed 35% of Net Asset Value and may exceed 65% of Net Asset Value.
Frequently Asked Questions
It is a systematic investment-savings program that allows you to create a capital throughout time. The plan offers significant benefits such as:
- Consistency and self-discipline to meet the goal of creating a major capital over time
- Avoid stress, allow professionals manage your investment-savings
- Complete adaptation to your own needs and financial capabilities
- The credibility and reliability that αlphαtrust provides you with, because you trust your money in an organization that has timeless, top-class fund management
By consistently setting aside a fixed amount each month, you not only cultivate a disciplined savings habit but also build a safety net for unexpected expenses. Start small today and watch your savings grow steadily month after month.
ALPHA TRUST’s Investment-Savings Plan provides substantial advantages including:
- 0% participation fee
- 0% redemption commission, after 2 years
- Ability to stop the plan, partial or total liquidation, and reactivate it whenever you wish
Zero participation fee, plus redemption commission, after 2 years
ALPHA TRUST’s Investment-Savings Plan provides complete adaptation to your own needs and financial capabilities.
Take advantage of flexibility: You have the freedom to adjust your selected mutual funds and monthly contribution amount at your convenience.
You can track the performance of your investment-savings program daily through the MyAlphaTrust platform.
If you are unable to make the monthly contribution, there are no penalties or consequences. The program will continue as usual until you are able to make the next scheduled contribution for the amount you have chosen.
We're always ready to help!
Contact us
Call 210 6289300 |
info@alphatrust.gr |
Visit our office Tatoiou 21, 14561, Kifisia |