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Indicative portfolios

The allocation of assets is the most important factor in creating a portfolio, since the best utilization of your investment, as well as stability and consistency in achieving high absolute and relative performances depend thereon.

 

Indicative examples of portfolio dispersion

 The 3 main stages are:

  • Stage 1: Needs and goals
  • Stage 2: Investment profile
  • Stage 3: Portfolio composition

Your investment plan

The next step is to define your investment profile and your risk tolerance. By defining the investment profile we mean the process of recording your characteristics (knowledge and experience, financial condition, age, investment goals) aiming at composing your personalized investment portfolio.   

The three main investment profiles that reflect the three main risk tolerance graduations:

 

  • Conservative:  Low risk tolerance
  • Balanced: Moderate risk tolerance
  • Aggressive:  High risk tolerance
The first step is to understand your needs and investment goals. Investment goals focus on the relation between risk and reward, as well as the investment time frame.

The last step is the creation of the portfolio through the selection and the combination of the main investment asset classes that correspond in the best way possible to your investment profile.

The main investment asset classes are three 

 

  • Cash 
  • Bonds 
  • Equities

Portfolio types

Select the risk to see the mutual fund ratios that suit you.
Low assumed investment risk
Equity
Fixed income
Cash
Indicative portfolios with Piraeus & PiraeusInvest Mutual Funds
  • Greece
  • Europe
  • International
Conservative
Mutual Funds Allocation
Piraeus Variable Net Asset Value Money Market Fund (Standard) 10%
Piraeus Hellenic Corporate Bond Fund 30%
Piraeus Domestic Bond Fund
40%
Piraeus Domestic Balanced Fund 20%

Balanced
Mutual Funds Allocation
Piraeus Variable Net Asset Value Money Market Fund (Standard) 10%
Piraeus Hellenic Corporate Bond Fund 25%
Piraeus Domestic Bond Fund
20%
Piraeus Domestic Equity Fund 45%

Aggressive
Mutual Funds Allocation
Piraeus Variable Net Asset Value Money Market Fund (Standard) 10%
Piraeus Hellenic Corporate Bond Fund 5%
Piraeus Domestic Bond Fund
15%
Piraeus Domestic Equity Fund 70%

Conservative
Mutual Funds Allocation
Piraeus Variable Net Asset Value Money Market Fund (Standard) 10%
Piraeus EURO Aggregate Bond Fund 30%
Piraeus Medium Term Bond Fund
30%
Piraeus European Balanced Fund 30%

Balanced
Mutual Funds Allocation
Piraeus Variable Net Asset Value Money Market Fund (Standard) 10%
Piraeus EURO Aggregate Bond Fund 30%
Piraeus European Balanced Fund
30%
Piraeus Eurozone Equity Fund 30%

Aggressive
Mutual Funds Allocation
Piraeus Variable Net Asset Value Money Market Fund (Standard) 10%
Piraeus EURO Aggregate Bond Fund 5%
Piraeus European Balanced Fund
15%
Piraeus Eurozone Equity Fund 70%

Conservative
Mutual Funds Allocation
Piraeus Variable Net Asset Value Money Market Fund (Standard) 10%
Piraeus USD Aggregate Bond Fund 30%
Piraeus EURO Aggregate Bond Fund
30%
Piraeus International Balanced Fund of Funds 30%

Balanced
Mutual Funds Allocation
Piraeus Variable Net Asset Value Money Market Fund (Standard) 10%
Piraeus USD Aggregate Bond Fund 45%
Piraeus Eurozone Equity Fund
25%
Piraeus US Equity Fund 20%

Aggressive
Mutual Funds Allocation
Piraeus Variable Net Asset Value Money Market Fund (Standard) 10%
Piraeus USD Aggregate Bond Fund 10%
Piraeus Eurozone Equity Fund
40%
Piraeus US Equity Fund 40%

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Create your Portfolio

The financial tool “Create your Portfolio” guides you to create your own portfolio in three simple steps. Now try on your own or ask the assistance of the Piraeus Bank Specialized Officer
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Relevant information

Liability Disclaimer

The form intends solely to provide general information and is  not , nor can be interpreted, directly or indirectly, as an acquisition proposal, investment advice or an inducement to sell that product. This form is not a contract or commitment of any kind, nor does it constitute a prospectus. Without the prejudice of any other statement, all cited herein opinions, statements and information belong to PIRAEUS ASSET MANAGEMENT MFMC ("Company") and may at any time be modified, in the event of changing market conditions. All the above information may not be copied, reproduced, modified or distributed without the prior written consent of the Company. Investments involve risks. The initial value of the investment and its performance is possible to rise or fall, with possible loss of the invested capital. Any interested investors are invited, before making any investment decision, turn to and carefully read the Key Information Document and the prospectus of the UCITS and  balance, with the help and advice of specialized professional advisors, the suitability of any investment and tax consequences that this might have. The form of the Key Information Document, the prospectus and the latest reports of the UCITS PIRAEUS ASSET MANAGEMENT MFMC are available in Greek language, free at the headquarters of the Company's website www.piraeusaedak.gr and at any any network allocation of UCITS Company shop. The provided information on this form is not accompanied by any guarantee, either explicit or implicitly stated. UCITS have no guaranteed return and past performance does not guarantee any future. Given the economic risks and market risks, there can be no assurance that the UCITS will achieve their investment objectives.

UCITS DO NOT HAVE GUARANTEED RETURNS AND PREVIOUS PERFORMANCES DO NOT GUARANTEE FUTURE RETURNS
Piraeus Asset Management Singe Member Mutual Funds Management Company 
87 Syngrou Ave., 117 45 Athens, Greece T: +30 210 328 8222
F:+30  210 328 8690
E-mail: piraeusaedak@piraeusbank.gr | www.piraeusaedak.gr

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