What type of investor you are
You want to preserve your capital and generate income. To this end, you are willing to assume low to medium risk to improve the expected return on your investment.
Investment profile characteristics
Preserving capital, generating income
Investment horizon
1-5 years
Investment risk
Low to moderate
Risk Profile
Lower risk
Higher risk
Potentially lower rewards
Potentially higher rewards

Model portfolios

View some mutual fund model portfolios that match your investment profile.
There are no model portfolios available for your profile.


How can I invest in Alpha mutual funds?

Visit the Alpha Bank branch of your choice.

If you already bank with Alpha Bank:

  1. Find information on the mutual fund you want to invest through the Key Investor Information Document (KIID).
  2. Open a joint or individual trading account and choose the deposit account to be linked to it.
  3. Submit an application to participate in a mutual fund. Your linked bank account will be charged with the gross investment amount (invested capital + entry fees).

If you do not bank with Alpha Bank just yet, you must first open a deposit account as per the relevant bank procedure.

How can I keep track of my investment?


  • Using myAlpha Web. You only need to add your investments to your Products.
  • Using the Daily price bulletin. Multiply the number of units that you own by the NAV.

Every month you receive an email detailing all your investment information. You simply need to opt for online updates when you open your trading account or request to have your settings changed later on.

Every six months you receive a statement detailing the activity in your trading account, mailed to your home address. You simply need to opt for hard-copy updates when you open your trading account.