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Investment Profile
"Discover your investment profile by answering a short Q & A"

It is vital to understand your investment profile in order to make an investment decision that correctly addresses your needs.
The way you invest your assets should differ depending on your goals and characteristics. The following criteria play an important role
in planning your own portfolio:
  • Your needs and objectives
  • Your time frame
  • Your tolerance to risk
  • Your financial planning
Alpha Mutual Funds are first-rate vehicles for building flexible and efficient portfolios.  

                                                                                                                                                                                      Disclaimer of Liability

Q & A : My Investment Profile
What do you primarily expect from your investments?
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a. Initial capital protection and liquidity.
b. Capital preservation and income generation.
c. Capital growth.
d. High, long-term returns.

What is your investment horizon?
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a. Less than 2 years
b. 2 to 5 years.
c. More than 5 years.

Will you need a part of your investment over the following year?
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a. Yes, around 80%
b. Yes, around 50%
c. Yes, around 20%
d. No, I am willing to allow my investment to achieve its long-term value.

What would you do if the value of your investment diminished by 20% within a short time period?
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a. realise the entire investment to protect its current value.
b. realise the majority of the investment.
c. do nothing.
d. view it as an opportunity to buy.

If you had to choose one of the following 15 year investments, which would you choose?
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a. An investment with a total return of 111.16%, best 12-month return of 10.42%, worst
12-month return of 0.91%
b. An investment with a total return of 196.44%, best 12-month return of 17.41%, worst
12-month return of -3.00%
c. An investment with a total return of 249.68%, best 12-month return of 28.50%, worst
12-month return of -13.23%
d. An investment with a total return of 296.20%, best 12-month return of 45.17%, worst
12-month return of -27.57%

View your investment profile
This application has been designed for training purposes and should not be considered, under any circumstances, as containing an investment proposal. We suggest you review your decisions with one of our investment consultants. The results of calculations made by this application are approximate and are based exclusively on the data input by the user and the assumptions used by the application. All portfolios presented are examples.
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