Excellent Performances for ALPHA TRUST Mutual Funds In 2012
In 2012, ALPHA TRUST mutual funds stood out by reporting excellent returns, while assets under management increased by 31.85%.
The fund that achieved the highest performance among all ALPHA TRUST funds was GENIKI Domestic Bond Fund. In a year during which, Greek bonds saw their value plummeting because of the PSI, the manager of GENIKI Domestic Bond fund, managed, not only to protect the value of the fund’s assets, but also to almost double the fund’s net unit price, reporting a cumulative annual return of 92.06% and thus outperforming a category average of 50.84%. GENIKI Domestic Bond Fund ranked second in its category, which comprises a total of 14 mutual funds.
With a cumulative annual return of 56.53%, THE ECONOMISTS' OCCUPATIONAL PENSION Domestic Balanced Fund ranked second in its category, which comprises a total of 35 mutual funds. It is worth mentioning that the fund which was launched in August 2008 and pursued an investment policy focusing on Greek securities, has managed to record a positive cumulative return since its inception, despite the debacle of the Greek economy. Also worth noting, were the performances of INTERLIFE DOMESTIC BALANCED and ALPHA TRUST EUROSTAR DOMESTIC BALANCED funds, which recorded an annual return of 41.62% and 39.40%, respectively, outperforming the category average that achieved a return of 25.84%.
ALPHA TRUST STRATEGIC BOND FUND also recorded a good performance, and ranked second in the Bond funds - Global category. With a category average performance of 12.77%, ALPHA TRUST STRATEGIC BOND FUND managed to achieve a return of 20.96%.
Particularly outstanding were also the end-year cumulative performances of other ALPHA TRUST Domestic funds: ALPHA TRUST HELLENIC EQUITY FUND: 45,92%, ALPHA TRUST GROWTH DOMESTIC EQUITY FUND: 39,24%* and ALPHA TRUST NEW STRATEGY DOMESTIC EQUITY FUND: 29,68%.
In the Fund of Funds Equity category, S&B Pension Global Equity Fund of Funds also marked a positive return of 9.23%, greater than that of its category average.
In the Equity Funds - Emerging Markets category, ALPHA TRUST EMERGING EUROPE Foreign Equity Fund marked a performance of 10.45%, while in the Equity Funds - Global category, ALPHA TRUST GLOBAL LEADERS Foreign Equity fund achieved a performance of 8,18%.
Significantly important is the fact that long-term mutual funds managed by ALPHA TRUST, i.e. all but the money market mutual funds, posted an increase in the net inflows / outflows balance, equal to €1.5 million. This brings ALPHA TRUST to the top position among all Mutual Fund companies in the Greek market in that particular category.
*On 31/12/2012 ALPHA TRUST Hellenic Equity Fund absorbed ALPHA TRUST Growth Domestic Equity Fund (HCMC: 58546/Β737, GAZETTE NR. 679/Β/8.8.1991) as per decision 7/1147/27.11.2012 of the Hellenic Capital Market Commission.
ALPHA TRUST Mutual Fund Management S.A. is a subsidiary of ALPHA TRUST INVESTMENT SERVICES SA, which was founded in 1987, the first investment services company to operate in Greece. Today, ALPHA TRUST is the largest independent organization for mutual fund management in Greece, and one of the top investment management firms of the last 20 years.
ALPHA TRUST HELLENIC EQUITY FUND*: HCMC License: 58th 31.10.1995/6Α,
ALPHA TRUST NEW STRATEGY DOMESTIC EQUITY FUND: HCMC License: 512/23.8.2007,
ALPHA TRUST EMERGING EUROPE INTERNATIONAL EQUITY FUND: HCMC License: 196th /11.10.2000/12α,
ALPHA TRUST GLOBAL LEADERS INTERNATIONAL EQUITY FUND: HCMC License: 134th /4.8.1999/6,
S&B PENSION GLOBAL EQUITY FUND OF FUNDS: HCMC License: 57/16.6.2010,
ALPHA TRUST EUROSTAR DOMESTIC BALANCED FUND: HCMC License: 29th/10.1.1995/5,
ECONOMISTS’ OCCUPATIONAL PENSION FUND DOMESTIC BALANCED FUND: HCMC License: 24/840/16.7.2008,
INTERLIFE DOMESTIC BALANCED FUND: HCMC License: 62/23.12.2003,
GENIKI DOMESTIC BOND FUND: HCMC License: 6th /29.3.1994/7Β,
ALPHA TRUST STRATEGIC BOND FUND:HCMC License: 196th /11.10.2000/12α