ALPHA TRUST GLOBAL LEADERS ESG FOREIGN EQUITY FUND

HCMC’s License: 134th/4.8.1999/6

ALPHA TRUST GLOBAL LEADERS ESG FOREIGN EQUITY FUND
Ι (Institutional)
Overview
ISIN Code: GRF000061009Bloomberg: ALPTGLF GA
Addressed to

Investors:

  • With a long-term investment horizon (over 5 years)
  • Who  want to benefit from the performance of the shares and are aware of the risks of the stock markets
Investment Objective

The investment objective of the ALPHA TRUST GLOBAL LEADERS ESG Foreign Equity Fund-R is to offer investors capital growth, by investing its assets mainly in selected securities of issuing bodies having their registered offices outside of Greece. 

Investment Strategy

The fund’s investment policy is primarily based on medium-to-long-term placements and less so on short-term investments and frequent changes in the asset line-up. The frequency of changes in the Fund's asset line-up depends, among other things, on the short-term market fluctuations, changes in asset fundamentals and the size and frequency of fund inflows-outflows and can be significant.

Risk

The level of overall investment risk for the Fund is high.

Fund Manager
UNLOCKING THE BASICS
Equity Mutual Funds

They invest at least 65% of the scheme's assets in equity stocks. Their goal is long-term capital appreciation, and they involve a high level of risk.

 

 

Basic Info
Inception Date 01/11/2019
Bloomberg Code ALPTGIE GA
ISIN Code GRF000327004
Benchmark MSCI World Index (EUR)
Custodian PIRAEUS BANK
Currency EUR
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