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ΑLPHA TRUST HELLENIC EQUITY FUND

HCMC’s License: 58th/31.10.1995/6A

ΑLPHA TRUST HELLENIC EQUITY FUND
Ι (Institutional)
Overview
ISIN Code: GRF000058005Bloomberg: ALTNEEN GA
Addressed to

Investors:

  • With a long-term investment horizon (over 5 years)
  • Who are willing to accept the fluctuations that the stock exchange market entails
  • Who wish to invest in equity securities of companies listed on the Athens Stock Exchange
Investment Objective

The investment objective of the ALPHA TRUST HELLENIC EQUITY FUND-R is to provide the long term unit holder with capital growth, by investing mainly in shares listed on the Athens Exchange and by their dividend returns.

Investment Strategy

To achieve its investment purpose, the mutual fund’s assets are primarily invested in selected equities of companies listed on the Athens Exchange satisfying the criteria of the Manager’s 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. 

Risk

The level of market risk is high since the Fund invests at least 65% of its assets in equities.

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 01/10/2018
Bloomberg Code ALTHEEI GA
ISIN Code GRF000302007
Benchmark ATHEX Composite Share Price Index
Custodian PIRAEUS BANK
Currency EUR
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