Optima mutual funds

Optima asset management Mutual Funds Management Company, a member of the Optima bank group, provides access to the markets through investment solutions tailored to your needs and goals.

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Strong expertise in investment management

Solutions designed to meet different investor profiles

A highly experienced and specialized team

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Optima asset management specializes in the management of mutual funds and investment portfolios, offering modern investment solutions tailored to the needs of each investor. 

With a long-standing presence in the Greek market and a firm commitment to transparency, trust, and expertise, our goal is to create value and help you make the most of your savings.

UCITS DO NOT HAVE GUARANTEED RETURNS AND PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RETURNS.

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Let’s talk

Can we help you? Do you have any questions?

How to invest

Simply and quickly. Contact the branch that best suits you, to open an investment account with fast procedures. 

Required documents

If you already have an account with our bank, no additional documents are required. Read the Precontractual Information according to MiFID II.

Pricing

Find out more in the current Basic price list, in the current Investment services pricing list and in the current Preferential price list of Optima bank.

Useful information

Find out more about the Investment Guarantee Fund here (www.syneggiitiko.gr).

Read the Warning of Hellenic Capital Market Commission (HCMC) to investors, regarding transactions in complex financial instruments here.

Be informed here about our Tied Agents.

Be informed here about sustainability-related disclosures in the financial services sector (SFDR).