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Sample Portfolios
A portfolio's effectiveness depends on the ideal allocation of assets across the three main investment categories:
  • Cash (deposit accounts, money market products, etc.)
  • Bonds (treasury or corporate bonds)
  • Equities (Greek, European, International)

    The purpose of diversification is to reduce investment risk and thereby improve expected returns.

     

        Capital preservation   Conservative   Balanced   Aggressive
                     
    Investment
    Profiles
     
    90% Cash
    5% Bonds
    5% Equities
     
    60% Cash
    15% Bonds
    25% Equities
     
    30% Cash
    35% Bonds
    35% Equities
     
    10% Cash
    20% Bonds
    70% Equities
    Objectives   Capital perservation  

    Maintain capital and
    generate income

      Generate income along
    with surplus value
      Generate high,
    long-term returns
    Investment
    Horizon
      Up to 1 year   1-5 years   3-5 years   Over 5 years
    Investment
    Risk
      Very low   Low   Average   High
    Main features
      With extremely low
    equities exposure
    you can expect a return
    higher than money
    market products
      By undertaking low
    investment risk, you
    can generate income
    over the medium term
      A medium to long-term
    investment with the
    expectation of
    satisfactory return
     

    An investment
    recommended for those
    aiming to meet future
    needs such as studies
    or pension

    Portfolio return   Sample portfolio
    return
     

    Sample portfolio
    return 

      Sample portfolio
    return
      Sample portfolio
    return
    Information   More   More   More   More

     

  • Make your children's dreams a reality by investing smartly.
    Calculate the income required for their studies
  • Generate a satisfactory income for life after retirement.
    Calculate how much you need to invest now, in order to secure a satisfactory pension for yourself


    Contact us                                                                                                                                                               Disclaimer of Liability
  • UCITS DO NOT HAVE A GUARANTEED RETURN AND PREVIOUS PERFORMANCE DOES NOT GUARANTEE FUTURE RETURNS.
    WHERE THERE ARE DISCREPANCIES BETWEEN THE GREEK AND ENGLISH TEXT THE GREEK TEXT SHALL TAKE PRECEDENCE