ΑLPHA TRUST HELLENIC EQUITY FUND

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

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.

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. 

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