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ALPHA TRUST | TRAPEZA ATTIKIS Target Maturity Bond Fund 2028

HCMC’s License: 628 / 11.04.2025

ALPHA TRUST | TRAPEZA ATTIKIS Target Maturity Bond Fund 2028
Overview
Addressed to

Investors:

  • With a three-year investment horizon, without a binding commitment, noting that the recommended holding period is 3 years

  • With a relatively conservative profile, who understand the risks associated with investing in fixed-maturity bond mutual funds

  • Seeking income and capital appreciation through a diversified portfolio of bonds

Subscription Period

28/04/2025 - 16/05/2025

Investment Objective

The objective of the ALPHA TRUST | TRAPEZA ATTIKIS Target Maturity Bond Fund 2028 is to offer investors the potential for capital appreciation and income by investing in a diversified portfolio of bonds.

Investment Strategy

The Fund’s assets are primarily invested in a diversified portfolio of government, supranational, and corporate bonds, regardless of credit rating. The portfolio diversification is expected to mitigate excessive volatility.

Investment Risk

The Fund’s overall investment risk level is characterized as moderate to low.

Fund Managers
Basic Info
Inception Date 25/04/2025
Bloomberg Code ALTATMF GA
ISIN Code GRF000527009
Custodian ATTICA BANK
Currency EUR
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