Investment-Savings Plan

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.

αlphαtrust’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.

Why should I do this?

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.

How does it work?

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.

How can I start αlphαtrust Investment-Savings Plan ?

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:

The advantage of flexibility, after choosing any of the αlphαtrust funds, you can change your options anytime you want it.

Zero participation fee, plus redemption commission, after 2 years.

Ability to stop the plan, partial or total liquidation, and reactivate it whenever you wish.

The credibility and reliability that αlphαtrust provides you with, because you trust your money in an organization that has timeless, top-class fund management.

Reducing fluctuations in the markets through regular payments invested in different price levels.

Avoid stress, allow professionals manage your investment-savings.

Consistency and self-discipline to meet the goal of creating a major capital over time.

Complete adaptation to your own needs and financial capabilities.

What can I gain from this?

See what the value of your money would have been if you had invested 50 €, 100 € or 200 € a month in the ALPHA TRUST DOMESTIC BOND FUND – R* from its inception (19/04/1994) up to 30/06/2023:
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 30/06/2022 – 30/06/2023: 3.39%,

3 years 30/06/2020 – 30/06/2023: -8.82%,

5 years 29/06/2018– 30/06/2023: 24.49%

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 may exceed 65% of Net Asset Value.

CONTACT US

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