With “Investment tailored for me”, you can effectively create a systematic investment plan in Mutual Funds managed by NBG Asset Management M.F.M.C., using a standing order. You can choose the Mutual Funds you wish to invest in, set the amount and frequency of your regular payments, as well as the duration of the standing order.

Specifically, you can:

  • Choose up to seven Mutual Funds managed by NBG Asset Management M.F.M.C., per standing order, according to your investment profile 
  • Participate with small amounts
  • Modify or recall your standing order at any time
  • Enjoy flexibility and professional management by the NBG Asset Management M.F.M.C. (www.nbgam.gr), a member of the NBG Group
  • Aim to smooth out the impact of market fluctuations by means of investments at different moments in time
  • Get daily updates on the progress of the mutual funds via the Bank's physical and digital channels

Terms & conditions apply.

UCITS DO NOT HAVE A GUARANTEED PERFORMANCE AND PAST RETURNS DO NOT ENSURE FUTURE RETURNS.

In brief:

  • Periodic investment in Mutual Funds via standing order
  • Choice of Mutual Funds according to your investment profile
  • Flexibility to adjust the amount and frequency of payments

Service Features

You can invest in Mutual Funds through a standing order, set the amount and frequency of your regular payments, as well as the duration of the investment.

Choose up to seven (7) Mutual Funds per standing order from the following options managed by NBG Asset Management M.F.M.C.: 

  • NBG Asset Allocation Conservative – Fund of Funds Mixed
  • NBG Asset Allocation Balanced – Fund of Funds Mixed
  • NBG Asset Allocation Dynamic – Fund of Funds Mixed
  • DELOS Eurobond – Bond Fund
  • DELOS Hellenic Development – Bond Fund
  • DELOS Strategic Investments – Foreign Balanced Fund
  • DELOS Blue Chips – Domestic Equity Fund
Choose between monthly or quarterly payments.
The minimum amount is €50.
Monthly frequency:   €1,500
Quarterly frequency: €4,500

At any time, and at no extra cost, you can:

  • Add or remove a Mutual Fund from your standing order
  • Increase or decrease the amount of your standing order per Mutual Fund
  • Change the frequency of the periodic payment or the expiry date of your standing order per Mutual Fund

A one-off activation fee applies upon setting up the standing order. For more information, please refer to the Bank’s applicable Rates and Charges (link).
Purchases of Mutual Fund units under the “Investment tailored for me” program shall not be subject to subscription fees, and no redemption fee applies when redeeming them.

 

To find out more about the MiFID II regulatory framework applicable to Markets in Financial Instruments you can visit the Bank’s website.The Bank provides investment services related to receiving/sending and/or executing orders to perform transactions in financial instruments/investment products. Investing in financial instruments/ investment products involves risks, including the risk of loss of the initial invested capital, regarding which potential investors should be properly informed through the respective product documents. Any investment decisions of the clients should not be based exclusively on the content hereof. The availability of the product is based on the investment profile of the customer.These announcements are a marketing communication and for information purposes only and do not constitute any kind of solicitation and/or recommendation and/or proposal regarding investment strategy and/or advice on trading in financial instruments, or investment research  (in the sense of current legislation, and therefore not prepared in accordance with legal requirements designed to ensure independence of investment research) or financial analysis with regard to financial instruments. In addition, they do not constitute an invitation or a proposal to enter into an agreement or solicitation to buy or sell any financial instrument.No form of guarantee whatsoever is provided for the invested capital or returns or dividends.Documents of Mutual Funds, the Regulation, the Key Information Document, the Factsheet, the Information Prospectus, the Annual and Semi-annual Report are supplied free-of-charge in Greek and in paper format by the Management company, at NBG branches, and are also available free-of-charge in Greek and in electronic form on the NBG Asset Management website: www.nbgam.gr Also, the Key Information Document and the Information Prospectus are available free-of-charge in English and in electronic form on the NBG Asset Management website: www.nbgam.gr. Note that the units of the Mutual Funds are distributed in Greece.For further information regarding the products, you can visit an NBG branch, where the relevant certified NBG Branch Officers of investment services are ready to provide you with all the information you need.

UCITS DO NOT HAVE A GUARANTEED PERFORMANCE AND PAST RETURNS DO NOT ENSURE FUTURE RETURNS.

 

Any questions?

Choose up to seven (7) Mutual Funds per standing order from the following options managed by NBG Asset Management M.F.M.C.: NBG Asset Management M.F.M.C.

  • NBG Asset Allocation Conservative – Fund of Funds Mixed
  • NBG Asset Allocation Balanced – Fund of Funds Mixed
  • NBG Asset Allocation Dynamic – Fund of Funds Mixed
  • DELOS Eurobond – Bond Fund
  • DELOS Hellenic Development – Bond Fund
  • DELOS Strategic Investments – Foreign Balanced Fund
  • DELOS Blue Chips – Domestic Equity Fund
The minimum amount per Mutual Fund is €50
You can place up to seven allocations to the selected Mutual Funds per standing order.
Choose between monthly or quarterly payments.

Yes, at any time and at no cost:

  • Add or remove a Mutual Fund from your standing order
  • Increase or decrease the amount of your standing order per Mutual Fund
  • Change the frequency of the periodic payments or the expiry date of your standing order per Mutual Fund.

Our customer service team is here for you

Our highly trained team is waiting to answer any questions you may have, in person or by phone.  
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