The Benefits of Mutual Funds - Triton Asset Management

Find out what you stand to gain by investing in mutual funds

The mutual fund is a collective investment vehicle that offers six key advantages over direct investments in shares, bonds, and money market products.

Diversification and risk minimization

The size of mutual funds and the fact that they are professionally managed allow for investments in a variety of financial instruments (stocks, bonds, derivatives etc.) across a multitude of markets, thus minimizing the risks involved in individual securities (company risk) or individual markets (systemic risk).

The volatility (risk) of your portfolio is reduced

Stable returns are achieved in the long run

Securities

of maximum differentiation

Years in investment management

Certified professional managers

They allow you to take advantage of a professional, specialized and experienced team of investment managers

Mutual funds are managed exclusively by certified professional managers that possess certified training and technical tools essential for constantly monitoring financial trends and markets in order to make sound investment decisions.

Daily market analysis

Research for each security

Selection of shares or bonds using scientific methods

Selection of the investment time - liquidation of specific shares or bonds

Ensuring economies of scale

As multiple investors participate in mutual funds, even with small investments, these funds can accumulate significant wealth, enabling access to lower costs and broader investment opportunities than those accessible to each investor individually.

Strong bargaining capacity

Low transaction costs

Economies of scale for the shareholders' benefit

€

Access to markets with 2500€

350+ Mutual Funds in 5 different investment categories & 6 different geographies

They offer access to markets that would otherwise be inaccessible to a private investor

The large number and the variety of Mutual Funds allow you to take full advantage of the opportunities that arise in different markets, sectors, and within different types of financial instruments at once. They enable the creation of effective portfolios in terms of profitability and risk management.

Daily

Shareholders have access to their money at any time

Simple processes

Ensuring "Institutional Security" as the Mutual Funds are subject to strict regulations and continuous supervision

Mutual funds are required by law to disclose the net price of their share daily, and these prices are also available on the management companies’ websites. Every quarter, the Hellenic Capital Market Commission publishes mutual fund investment charts, and every six months, the Hellenic Capital Market Commission publishes semi-annual and annual mutual fund reports. Therefore, you are informed about the value of your Mutual Funds investment daily, and you have a complete report of your Mutual Funds portfolio at least quarterly. In addition, the mutual fund provider sends you precise information about the value of your investment every three months.

Continuous supervision of AEDAK by the Hellenic Capital Market Commission based on the 7 basic principles of the Code of Ethics of Institutional Investors

Operating Regulations of the Fund

Access to secure custodian bank

Daily press releases regarding mutual fund prices

Summary newsletters

Periodic Reports/Accounts

Quarterly Statements to Shareholders

Informative statement of daily movements and changes in your investments

Daily Valuation

Quarterly Reports

Quarterly Statement to the client

Daily Statement of customer transactions

Zero Capital Gains Tax

Zero Solidarity Contribution

Tax Benefits

Under current law, mutual funds are taxed on their total assets. As a result, capital gains and dividends (if distributed) are not subject to additional income tax.