“ALPHA TRUST DOMESTIC BOND FUND” Ranking First Globally
KIFISSIA, Greece, March 2, 2017 - «ALPHA TRUST DOMESTIC BOND FUND» ranked first globally among bond mutual funds for the five-year period (31.1.2012-31.1.2017)(Hellenic Capital Market Commission’s Licence: 6th/29.3.1994/7Β), according to the list of Thomson Reuters Lipper.
The Mutual Fund «ALPHA TRUST DOMESTIC BOND FUND» emerged at the top of the list among 3,152 bond mutual funds with a performance of 252.54%, (annualized return: 28.7%), recording a unique success both for ALPHA TRUST’s management team, as well as for a Mutual Fund Management Company established and operating in Greece.The aim of the Mutual Fund «ALPHA TRUST DOMESTIC BOND FUND» is to offer to medium-term investors with an investment horizon of at least 2 years, the possibility to achieve capital gains and income generation provided by domestic bonds, by investing in a diversified bond portfolio of mainly Greek issuers. In order to achieve its investment purpose, the Mutual Fund’s assets are invested in Greek government bonds and Greek corporate bonds (issuers having their seat or their main activities in Greece) in Euro.
The investment in Greek government bonds exceeds 65% of the Mutual Fund's net assets.The global leading position achieved by ALPHA TRUST’s oldest bond mutual fund, with an inception date of April 1994, confirms the particularly high level of professional management, which is consistently performed during the Company’s thirty-year presence in the domestic asset management sector.
Cumulative Performance M/F ALPHA TRUST DOMESTIC BOND FUND: 1Y (29.2.2016-28.02.2017): 25.17%, 5Y (29.2.2012-28.02.2017): 287.15%.
UCITS OFFER NO GUARANTEED RETURN AND PAST PERFORMANCE DOES NOT GUARANTEE THE FUTURE ONE