The Smart Invest programs combine a premium rate term deposit with an investment in one or more Mutual Funds managed by the largest Mutual Fund Management Company in Greece, Eurobank Asset Management M.F.M.C.

The Mutual Funds have been selected based on the opportunities that arise in the global markets, namely in America, Europe, Asia, Emerging Europe and in the BRIC countries (Fidelity International, Pioneer Investments, Franklin Templeton, M&G, Morgan Stanley, Schroders, Invesco, Pictet, JPMorgan, BNPP IP/Parvest, BoNY Mellon, BlackRock, DWS, HSBC, ING, Pimco, Neuberger Berman, Janus Capital, Barings, Vanguard, Silk Invest, Amundi AM), offering you the possibility to take advantage of these opportunities through their knowledge and expertise.

The minimum investment amount for all SMART INVEST combinations is 10.000 € and the maximum is 200.000 €

DESCRIPTION OF COMBINATIONS ACCORDING TO YOUR INVESTMENT PROFILE

1) Placement in any combination with 10% in a Mutual Fund

Conservative investor profile

The percentage of the total capital placed in the investment is very low, which is why these combinations are addressed to those of you who are conservative investors. Conservative investors seek to achieve, within a mid-term investment horizon, a satisfactory return, taking advantage of markets opportunities, while assuming a low investment risk and ensuring a high short-term return for the largest amount of their money.

2) Placement in a balanced combination with 20% in a Mutual Fund

Conservative investor profile

The percentage of the total capital placed in this investment is relatively low. Furthermore, it is placed in an essentially conservative balanced Mutual Fund with a widely diversified portfolio in all investment categories (bonds, equity, real estate, commodities on a global level). This combination is addressed to conservative investors who seek satisfactory returns within a mid-term investment horizon, by assuming low investment risk and ensuring a high short-term return for the largest amount of their money.

3) Placement in any equity combination with 20% in a Mutual Fund

Conservative/Moderate investor profile

It is addressed to investors who, by undertaking a moderate investment risk, seek a wide diversification of their investments in the international equity markets. This way, they take advantage of opportunities that arise, by seeking a better return through time, while ensuring at the same time a high short-term return for the largest amount of their money.

UCITS DO NOT HAVE A GUARANTEED RETURN
AND PREVIOUS PERFORMANCE DOES NOT GUARANTEE FUTURE RETURNS

Make now an appointment with a Personal Banking Officer at the nearest branch and select the combination that suits you the most.