As highlighted in a recent announcement, with the launch of these two new products, the bank further expands its suite of investment solutions, providing clients with sophisticated options that optimize stability, growth potential, and risk management, while remaining responsive to evolving market conditions.
Optima Income 2031 Bond Fund – A Fixed-Term Solution with Emphasis on Income
This newly launched mutual fund is tailored for long-term investors seeking capital preservation alongside regular income through annual dividend distributions.
Key Features:
- Investment Horizon: 5 years
- Subscription Period: 2 December 2025 – 7 January 2026
- Diversified Portfolio: Exposure to European and Greek corporate and government bonds
- Estimated Dividend for 2026: 2.10% (annualized)
- Maturity Date: 31 January 2031
- Minimum Subscription: €1,000
Optima Greek Balanced Shield Domestic Fund – Capturing the Growth Potential of the Greek Market
The Optima Greek Balanced Shield is a domestic mixed mutual fund investing exclusively in Greek securities, with a primary focus on bonds and selective exposure to equities offering attractive dividend yields. It is designed for investors seeking strategic exposure to the Greek economy while benefiting from portfolio diversification.
Fund Highlights
Distribution of all realized profits and income as dividends, effectively transforming the investment into a recurring income stream
Actively managed and diversified portfolio focused solely on Greek securities, with a minimum investment requirement of €1,000
CEO Commentary – Aristotelis Panagiotakis, Optima Asset Management AMC:
"These two new mutual funds, leveraging the expertise and track record of our AMC, further enhance the breadth of investment solutions available to our clients. Our sustained growth trajectory is evidenced by achieving the highest asset growth rate in Greece for two consecutive years. Moreover, the performance of our existing funds underscores the consistent quality of our management. For instance, the Optima Greek Equity Fund has delivered a 48.9% return for the current year (58.8% from 28.11.24 – 28.11.25), while the Optima Greek Balanced Fund has achieved a 30.2% return (35.2% from 28.11.24 – 28.11.25), placing both funds at the top of their respective categories for 2025. Our mission is to deliver investment products that align with contemporary market demands and generate sustainable value. Flexibility, timely responsiveness to market developments, and a deep understanding of our clients’ investment objectives remain the cornerstones of our strategy."
