Home | Useful Tools | Sitemap | Links | Ελληνικά

Home > About us > Who we are

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 € 249 million AUM (as of 31.12.2017).
  • 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 469 Alpha Bank branches in Greece.

    Leading the Greek market with...

  • € 1,211 million assets under management (31/12/2017).
  • 18,19% market share (31/12/2017).
  • 44 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.       

Alpha (LUX) Global Funds …

  • Creation of four new International oriented mutual funds, based in Luxemburg and custodian the Royal Bank of Canada. There are three Funds of Funds of different investment profile : Defensive, Balanced, Equity and one Money Market mutual fund.
  • Active management by Alpha Asset Management Α.Ε.D.Α.Κ and distribution through the Alpha Bank network.


Exceptional performance for 2017!   

  • As for MFs that invest in Greek capital markets, Alpha Greek Bond Fund (+39.56%) and Alpha Greek Balanced Fund (+32.71%) 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 (+26.05%) and Alpha Blue Chips Greek Equity Fund (+29.47%) , achieving outperformance versus their benchmark (Athex Composite Share Price Index). 

 

  • Among MFs with an international orientation, Alpha Cosmos Stars Silk Route Asia Equity Fund of Funds Classic (+19.32%) and Alpha Cosmos BRIC Equity Fund of Funds Stars Classic (+15.55%) were ranked in the first two positions among all Equity Funds of Funds in the Greek market and also remain top performers over a three-year horizon. Equally significant performance noted by Alpha Cosmos Europe Equity Fund of Funds Classic (+8.92%).                                                   
                                                                         

                                                                              Data from Hellenic Fund and Asset Management Association 
                                                                                                                                                          Company info >>



Who we are
 
GDPR
 
Company Policies
 
Investment Approach
 
Risk Management
 
News and Announcements
 

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