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Who we are
"We are a robust group with long term experience, vision and performance" 

  • Leading company in mutual fund management and investment services provision, member of Alpha Bank Group.
  • Established track record with many years of experience in the fund management field.
  • Market share leader in domestic equity mutual funds with € 209 million AUM (as of 31.12.2016).
  • Sustained portfolio performance with reduced investment risk.
  • Customized investment solutions.
  • Close collaboration with leading international financial firms such as Morgan Stanley, Societe Generale, JP Morgan, Blackrock - Merrill Lynch, BNP Paribas Investment Partners, Legg Mason, Schroders, Franklin Templeton, Credit Suisse, and DWS choosing their mutual funds for Alpha Cosmos Stars Funds of Funds.
  • Serving Retail and Institutional investors, helping them meet their investment objectives.
  • Access to 517 Alpha Bank branches in Greece.

    Leading the Greek market with...

  • € 1,156 million assets under management (31/12/2016).
  • 18% market share (31/12/2016).
  • 27 Mutual Funds investing in Greece and abroad, covering all asset classes.
  • The launch of the first Greek Exchange Traded Fund tracking FTSE Athex Large Cap index.
  • High accumulated returns in the long term.

    Exceptional performance for 2016!

  • Alpha Energy Foreign Equity Fund (+23.08%) and Alpha Select South-East Europe Equity Fund (+20.44%) were the top performers of the year, among MFs with an international orientation.
  • Outstanding returns were also achieved by Alpha Cosmos Stars BRIC Foreign Equity Fund of Funds (+13.26%), Alpha Cosmos Stars Commodities Foreign Equities Fund of Funds (+12.76%) and Alpha Cosmos Stars USA Equity Fund of Funds (+10.57%). More specifically, the latter is distinguished for its significant returns both in the 3-year period (+48.51%), ranking 1st among all Funds of Funds in the Greek market, and in the 5-year period (+96.56%), standing 1st in its category.
  • Furthermore, a remarkable return was achieved by Alpha Global Allocation Balanced Fund (+4.13%) which recorded the second highest 3year (+19.86%) and 5year (+39.99%) performance compared to MFs with similar investment policy.
  • As for MFs that invest in Greek capital markets, Alpha Greek Bond Fund (+11.74%) and Alpha Greek Balanced Fund (+8.00%) achieved significant performance and remain top performers in their categories for the last three and five year periods. Finally, positive returns were recorded by Greek Equity MFs Alpha Aggressive Strategy and Alpha Blue Chips, achieving outperformance versus their benchmark (Athex Composite Share Price Index).                                                                       
                                                                          Data from Hellenic Fund and Asset Management Association


 

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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