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INTERLIFE BALANCED FUND

HCMC’s License:: 62/23.12.2003

INTERLIFE BALANCED FUND
Overview
ISIN Code: GRF000066008Bloomberg: INTLBAL 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 conservative investment profile
  • Balanced, Diversified Portfolio: Designed for those seeking to invest through a balanced, broadly diversified portfolio
Investment Objective

The objective of the INTERLIFE Balanced Fund is to achieve the highest possible returns for shareholders through capital appreciation and income, while maintaining a moderate level of investment risk.

Investment Strategy

The Mutual Fund is built on carefully selected and evaluated listed equities, chosen bonds, as well as deposits and money market instruments.

Risk
Fund Manager
Konstantinos Adam
25 Years of Investment Management Experience
16 Years Mutual Fund's Manager
Dimitrios Dalipis, CFA
20 Years of Investment Management Experience
Basic Info
Inception Date 28/01/2004
Bloomberg Code INTLBAL GA
ISIN Code GRF000066008
Benchmark 35% MSCI AC World Index EUR +35% Barclays Euro Agg Total Return +30%Bloomberg Euro TSY- Bills 0-3 Months Index TR Index Unhedged EUR
Custodian PIRAEUS BANK
Currency EUR