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THE ECONOMISTS' OCCUPATIONAL PENSION BALANCED FUND

HCMC’s License: 24/840/16.7.2008

THE ECONOMISTS' OCCUPATIONAL PENSION BALANCED FUND
Overview
ISIN Code: GRF000067006Bloomberg: ECONOPA GA
Addressed to

Investors:

  • Long-Term Horizon: Suitable for those with an investment horizon of over 3 years
  • Conservative Profile: Ideal for investors with a relatively conservative profile who are aware of the risks associated with investing in bonds and equities
  • Balanced Portfolio: Designed for those who wish to invest in a diversified portfolio of bonds, equities, money market instruments, and deposits without the need to allocate funds across multiple mutual funds simultaneously
Investment Objective

The objective of the ECONOMISTS' OCCUPATIONAL PENSION BALANCED FUND is to achieve high long-term returns from capital appreciation and income through a diversified portfolio.

Investment Strategy

It is based on medium to long-term placements, with limited focus on short-term investments and frequent asset changes. The fund’s assets are invested through a flexible strategy in carefully selected and evaluated listed equities, government and/or corporate bonds regardless of credit rating, as well as in deposits and money market instruments.

Risk
Fund Manager
Basic Info
Inception Date 07/08/2008
Bloomberg Code ECONOPA GA
ISIN Code GRF000067006
Benchmark 30% ASE + 30% Bloomberg Greece Government (I23150EU) + 40% LEB2TREU Index
Custodian PIRAEUS BANK
Currency EUR
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