HCMC’s License: 628 / 11.04.2025
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
28/04/2025 - 16/05/2025
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.
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.
The Fund’s overall investment risk level is characterized as moderate to low.