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ALPHA GLOBAL BLUE CHIPS ΜΕΤΟΧΙΚΟ Αρ.Εγκρ.Ε.Κ.67/25.08.2010
Περιγραφή Α/Κ Χαρτοφυλάκιο και Αποδόσεις Ενημερωτικά Δελτία 3μηνιαίο δελτίο
Portfolio Breakdown

Information Technology 23,9%
Financials 18,1%
Health Care 13,7%
Consumer Staples 12,5%
Energy 10,4%
Industrials 7,2%
Consumer Discretionary 5,0%
Materials 4,1%
Telecommunication Services 1,4%
Utilities 0,6%
Cash & Equivalents 3,1%
TOP HOLDINGS  29/9/2017 
APPLE INC  7.1% 
ALPHABET INC- CL A  6.6% 
MICROSOFT CORP  5.6% 
JP MORGAN CHASE  3.8% 
NESTLE SA-R  3.1% 
COUNTRY BREAKDOWN
UNITED STATES 58,9%
UNITED KINGDOM 8,6%
FRANCE 7,4%
GERMANY 7,1%
SWITZERLAND 6,2%
  Cumulative Return
PERIOD Benchmark M/F*
1yr (30/09/16-29/09/17) 11,84% 10,58%
3yrs (29/09/2014-29/09/17) 22,50% 20,31%
5yrs (28/09/2012-29/09/17) 57,22% 34,72%
* Calculations based on net unit price
Data update on 17/10/2017
Quarter Review
Global equity markets rose further during the 3rd quarter of 2017 in USD terms due to solid global economic activity and tepid increases in core interest rates. European stocks outperformed other major developed equity markets in USD terms due to solid local and global economic activity. Chancellor Angela Merkel won Germany’s election with a smaller share of the vote, facing complex coalition negotiations, while the country’s main far-right party, Alternative for Germany, posted a surprisingly strong result. The ECB kept interest rates unchanged but inched toward a slightly more hawkish stance. The euro trade-weighted exchange rate rose further by 1.8%, while the Euro reached 2.5 year high vs the US Dollar during the quarter. US equities reached record highs as President Trump agreed to a deal initially proposed by the Democrats that included a 3-month government spending extension and debt limit suspension. As expected, the Fed announced an end of its policy of fully reinvesting maturing securities as laid out in June. Commodity prices rose substantially during the 3rd quarter, led by crude oil and base metal prices on stronger than expected demand. China's GDP grew 6.9% in Q2 2017, above forecast of 6.5%. Higher geopolitical risk, primarily due to North Korean provocations, did not manage to upset global capital markets.
ΟΙ Ο.Σ.Ε.Κ.Α. ΔΕΝ ΕΧΟΥΝ ΕΓΓΥΗΜΕΝΗ ΑΠΟΔΟΣΗ ΚΑΙ ΟΙ ΠΡΟΗΓΟΥΜΕΝΕΣ ΑΠΟΔΟΣΕΙΣ ΔΕΝ ΔΙΑΣΦΑΛΙΖΟΥΝ ΤΙΣ ΜΕΛΛΟΝΤΙΚΕΣ