Who we are

Boasting over 34 years of experience and innovation in the investment industry, along with the support of the Alpha Bank Group, we have earned our customers’ trust.
Our solutions
We offer dependable solutions to make the most of your savings, helping you invest in mutual funds with excellent ratings.
Our team
We have built a successful and highly-qualified team with a common vision, long experience and a carefully planned investment philosophy.
Risk management
Risk management is one of our key objectives across the investment process. Therefore, we adopt a strict and consistent approach.
Regulatory framework and policies
Find information on the regulatory framework governing the activities, policies and regulations we follow.

Sustainable investments

Taking sustainability risks into consideration, we integrate ESG factors into our investment decisions.
We ensure responsible investments by making well-informed investment decisions and adhering to the legal and regulatory framework. Find out about our ESG Policy and discover our green range of products.

Investor tips and tools

Try out scenarios using interactive tools and get answers to questions about mutual funds.
We help you familiarise yourselves with the investment process using 5 interactive tools. We answer your most frequently asked questions on mutual funds and explain technical terms related to your investments.

Our performance at a glance

We enjoy a leading position in the market thanks to the consistently high returns we achieve on the mutual funds we manage.
34 year+
experience in investments
We have been earning our unit holders’ trust since 1989, generating value for their investments.
mutual fund market share
2023 was yet another year that we maintained our leading position in the mutual fund market.
1st place
in equity mutual funds
With €592 million in assets under management as at 31.12.2023.
€4.3 bln
in assets under management
In mutual funds and institutional client portfolios as at 31.12.2023.