alphatrust’s Investment- Savings Plan allows individuals and families to plan for the future. Our team can help you Set up monthly investments into your retirement, college fund or other eligible planning. Find out why this can work for you.
monthly automatic investment-savings plan
An investment program that allows investors to contribute small amounts of money, such as €30 a month in regular intervals.
The capital that can be created with the investment-savings plan of αlphαtrust can be used to cover future economic needs that concern you or your own people, such as retirement, studies and/or professional rehabilitation of your children.
It is very simple. You can start today! Create an automated order with your bank account at Piraeus Bank SA. The minimum monthly payment is € 30 per fund, making your choices through a wide range of αlphαtrust Mutual funds.
What does it offer me?
It is a systematic investment-savings plan that allows you to create a capital throughout time. The plan offers significant benefits such as:
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 31/12/2019 – 31/12/2020: 9.17%,
3 years 31/12/2017 – 31/12/2020: 45.12%,
5 years 31/12/2015 – 31/12/2020: 131.33%
Institutional Share Classes – I for the funds are also available. Activation date:01/10/2018.
Important Notice: Mutual Fund’s exposure to transferable securities and money market instruments issued by the Hellenic Republic at 31/12/2020 exceed 65% of Net Asset Value.
How can I start αlphαtrust΄s Investment-Savings Plan ?
Contact us via phone, email or send us a message through contact form
CALL 30 2106289100, 30 2106289300