20Y anniversary of the 1st fund of ALPHA TRUST M.F.M.C.: "ALPHA TRUST Growth Domestic Equity"
Kifissia, August 25, 2011
20 years have passed by since the start up of the ALPHA TRUST Growth Domestic Equity Fund (Hellenic Capital Market Commission’s License: 58546/Β737, Government Gazette Issue No 679/Β/8.8.1991) on August 13th.
The oldest historically mutual fund of the managing company ALPHA TRUST M.F.M.C. consistently remains in the top position of its category, since its inception on 13/8/1991, recording a total cumulative return of 468.75%,Note according to data as of 13/8/2011. Respectively, the General ASE Index, which was at the level of 1000.6 base points on 13/8/1991 and at 991.14 base points on 13/8/2011, recorded, during the same period, a negative return of (-0,95)%.
Moreover, the mutual fund has received top ratings of 5 and 4 stars by Morningstar®, while it has received several distinctions by being placed in the top positions of its “Equity Mutual Funds of Greece” category.
The 20-year anniversary of ALPHA TRUST Growth Domestic Equity Fund is inextricably linked with the dynamic and successful 20-year
course of ALPHA TRUST M.F.M.C., which keeps steadily and consistently over the years, a very high level of fund management combined with a series of first-position placements in terms of returns and distinctions in the Greek mutual fund market.
Note: Cumulative return calculation includes reinvestment of dividends.
Cumulative returns ALPHA TRUST Growth Domestic Equity Fund: 1Y (30.07.2010‐ 29.07.2011)‐22,46% , 3Y (30.07.2008‐
29.07.2011):‐48,36%, beginning of year up to 29.07.2011: ‐7,64%.