• Leading company in mutual funds management and investment services provision, member of Alpha Bank Group with 30 years of investment presence and innovation in asset management. We consistently provide high returns and reward our clients for trusting Alpha Mutual Funds for their portfolio efficient management and asset allocation. We offer a product mix of internationally recognized Alpha M/Fs that invest in major markets worldwide, including emerging markets and sectors, making the world of investments accessible to everyone and providing high performance over time.
  
•  Market share leader in  equity mutual funds with €508  million AUM (as of 31.12.2019).
  
• Sustained portfolio performance with reduced investment risk.
  
• 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  Alpha Bank branches in Greece.
  
  

  Leading the Greek market with...

• € 1,609 million assets under management (31/12/2019).
  
• 20,47% market share (31/12/2019).
  
• 20  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  new International oriented mutual funds, based in Luxemburg and custodian the Royal Bank of Canada. There are four Funds of Funds of different investment profile : Defensive, Balanced, Equity and Themes Fund 
• Active management by Alpha Asset Management M.F.M.C. and distribution through the Alpha Bank network.
  

Exceptional performance for 2019!    

• In the category of MFs that invest in Greek bonds and equities, Alpha Greek Bond Fund Classic (+34,5%) and Alpha Greek Balanced Fund Classic (+38,9%) ranked at the leading M/Fs in their category in 2019 and also remain at the top over a three and five-year horizon in the Greek market. Equally significant is the distinction of Alpha Greek Corporate Bond Fund (11,3%) that stands out first among M/Fs of relevant investment policy. Outstanding returns were also recorded by Greek equity MFs Alpha Blue Chips Greek Equity Classic (+43,9%) and Alpha Aggressive Strategy Greek Equity Classic (+42,4%) achieving the highest Alpha Mutual Funds’ returns of 2019. 
•  Among MFs with an international orientation, Alpha Cosmos Stars USA Equity Fund of Funds Classic (+28,2%) and Alpha Cosmos Stars Europe Equity Fund of Funds Classic (+24,6%) were ranked in the first two positions in 2019 among 33 M/Fs in their category, while Alpha Cosmos Stars USA Equity Fund of Funds Classic remained top performer over a three-year and five-year horizon. Equally significant performance noted by Alpha Global Blue Chips Equity Fund Classic (+26,7%) and by Alpha Global Allocation Balanced Fund Classic (+15,3%), that achieved the highest return among the funds of its category with exclusive global orientation.                                              
                                                                       

                                                                              Data from Hellenic Fund and Asset Management Association 

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