Sample Portfolios
A portfolio's effectiveness depends on the ideal allocation of assets across the three main investment categories:
Cash (deposits accounts, money market instruments, etc.)
Bonds (treasury or corporate bonds)
Equities (Greek, International)
The purpose of diversification is to reduce investment risk and thereby improve expected returns.
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Capital preservation |
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Conservative |
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Balanced |
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Aggressive |
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Investment
Profiles |
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25% Cash
70% Bonds
5% Equities |
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5% Cash
70% Bonds
25% Equities |
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5% Cash
45% Bonds
50% Equities |
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5% Cash
20% Bonds
75% Equities |
| Objectives |
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Capital perservation |
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Maintain capital and
generate income
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Generate income along
with surplus value |
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Generate high,
long-term returns |
Investment
Horizon |
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1 year |
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1-5 years |
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3-5 years |
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Over 5 years |
Investment
Risk |
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Very low |
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Low |
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Average |
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High |
Main features
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With extremely low
equities exposure
you can expect a return
higher than money
market products |
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By undertaking low
investment risk, you
can generate income
over the medium term |
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A medium to long-term
investment with the
expectation of
satisfactory return |
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An investment
recommended for those
aiming to meet future
needs such as studies
or pension
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| Portfolio return |
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Sample portfolio
return |
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Sample portfolio
return
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Sample portfolio
return |
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Sample portfolio
return |
| Information |
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More |
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More |
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More |
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More |
Make your children's dreams a reality by investing smartly.
Calculate the income required for their studies
Generate a satisfactory income for life after retirement.
Calculate how much you need to invest now, in order to secure a satisfactory pension for yourself
Contact us Disclaimer of Liability |
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