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ALPHA TRUST ECLECTIC BALANCED FUND

HCMC’s License: 29η/10.1.1995/5

ALPHA TRUST ECLECTIC BALANCED FUND
Ι (Institutional)
Overview
ISIN Code: GRF000065000Bloomberg: ALTESBA GA
Addressed to

Institutional Investors:

  • Long-Term Horizon: Suitable for those with an investment horizon of over 3 years
  • Conservative Profile: Designed for investors with a relatively conservative investment profile
  • Balanced Portfolio: Ideal for those who wish to invest in a balanced portfolio without needing to allocate funds across multiple mutual funds simultaneously
Investment Objective

The objective of the ALPHA TRUST ECLECTIC Balanced Fund – I is to provide the potential for long-term income generation by investing through a flexible strategy in carefully selected equities, debt securities, deposits, and money market instruments, without geographical or other restrictions.

Investment Strategy

The investment strategy of the fund primarily focuses on medium to long-term placements. The frequency of asset reallocations within the fund depends on various factors, including short-term market fluctuations, changes in the fundamental metrics of the assets, as well as the size and frequency of inflows and outflows.

Risk
Fund Manager
Basic Info
Inception Date 01/10/2018
Bloomberg Code ALTESIE GA
ISIN Code GRF000303005
Benchmark 30% MSCI AC World (EUR)+35% LBEATREU Index+35% LEB2TREU Index
Custodian PIRAEUS BANK
Currency EUR
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