Description of mutual funds

Mutual funds have always been an extremely popular and successful investment option. They offer significant benefits to investors, such as:

Professional management

Access to all markets around the world

Institutional integrity

Investment in small amounts

Risk reduction through diversification

Transparency

Liquidity

 
 

Optima asset management offers 7 mutual funds, classified as bonds, equity, balanced and fund of funds.

Optima smart cash bond fund (R)
This Fund mainly targets medium to long-term investors seeking income through a diversified bond portfolio consisting mainly of domestic bonds issues or issues of companies with an exposure in Greece willing to take a high level of investment risk.
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Optima greek balanced fund (R)
The Fund mainly targets medium-long term investors seeking both income and capital appreciation, through a diversified portfolio, consisting mainly from stocks and domestic bond issues and willing to take a high level of investment risk.
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Optima hellenic equity fund (R)
The Fund mainly targets long-term investors seeking capital appreciation through an equity portfolio consisting mainly of Greek companies and willing to take a high level of investment risk.
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Optima global selection fund of funds balanced (R)
The Fund mainly targets long term investors seeking capital appreciation through an internationally diversified portfolio of bond units and equity units of mutual funds and willing to take a high investment risk.
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Optima premium selection fund of funds equity
The Fund mainly targets long-term investors seeking capital appreciation through an internationally diversified portfolio of equity units of mutual funds and willing to take a high level of investment risk.
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Phoenix hellenic equity fund
The Fund mainly targets long-term investors seeking capital appreciation through an equity portfolio consisting mainly of Greek companies and willing to take a high level of investment risk.
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Fast Finance Growth and Income Strategy balanced fund (R)
The Fund mainly targets medium-long term investors seeking both income and capital appreciation, through a diversified portfolio, consisting mainly from stocks and domestic bond issues and willing to take a medium to high level of investment risk.
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